Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

Partial Client List

Cheryl L. Bernstein, CFP

              Founder

 

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      What is a Financial Essentials Education Workshop?

Finally!! Financial Education Without Product Solicitation

Finally!! Financial Education Without Product Solicitation

 

 

Private Clients

Financial Essentials has performed numerous workshops for private clubs, functions and clients.

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Non-Profit Clients

College of the Canyons Women's Leadership Conference

Zonta International

Los Angeles County Natural History Museum

Southern California Regional Occupational Center

Christ Lutheran Preschool, Santa Clarita Valley

United Methodist Church, Santa Clarita Valley

 

Corporate Clients

Princess Cruises

ITT Aerospace Controls

Branam Enterprises

Law Office of Baum Hedlund

ACCO Engineered Systems

THQ, Inc.

Oriental Motors U.S.A. Corp