Shmuel Beckerman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Schonfeld Wealth Management, LLC, having previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial advisory role, he operates JB Worldwide LLC, a business involved in buying and reselling consumer electronics to wholesalers. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses, employee benefit plans, and institutional clients. The firm integrates diversified investment allocations and utilizes third-party platforms such as Betterment Advisor Solutions and AssetMark to deliver customized portfolio solutions and plan-level services.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Co. among other roles. Bernard serves on the advisory boards of local community organizations, including Yeshiva & Beth Hamedrash Shaarei Yosher and Cong Yetev Lev 18 Avenue Building. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses and employee benefit plans. The firm utilizes third-party platforms like Betterment Advisor Solutions and AssetMark to implement diversified investment strategies and offers plan administration and trustee services alongside custom portfolio construction.