Kaden Bernstein

Kaden Bernstein, a financial advisor at Morgan Stanley with over $1.5 billion in assets under management, shares his unique journey into finance. He emphasizes the importance of knowing your limits and avoiding burnout, all while fostering connections with supportive peers. Bernstein discusses the emotional challenges new advisors face, particularly during market volatility, and the essential role of clear communication in client relations. His insights offer valuable guidance for those transitioning into the financial sector.