About Kaden Bernstein
How Can I Help You?
Kaden began her career with Morgan Stanley in 2019. As a CERTIFIED FINANCIAL PLANNER ™, she puts her designation to work by building out comprehensive plans and cash flow analyses for clients. She also holds the firm's Dedicated Equity Plan Specialist designation giving her a deep understanding of the intricacies of executive compensation and benefits.
What Makes Me Knowledgeable?
The value of planning for the future is personal for Kaden. After losing a parent at a young age, she learned firsthand what it means to be suddenly saddled with immense financial responsibility; and also the comfort that comes from having a dedicated Financial Advisor at her side to help her through. This personal experience is what inspired her to enter the industry in the first place. Prior to coming on board with Morgan Stanley, she was the proud owner of a luxury consignment store in New Jersey, which she built from the bottom up during her senior year of college at Drew University. Then, like now, she placed a strong emphasis on exceptional service and long-lasting relationships.
Getting to Know Me
Outside of the office, Kaden lives in Stillwater, NJ with her boyfriend Patrick and their two hounds Ida Mae and Brisket. Deeply invested in her community, she serves as a Community Advisor for JBWS (Jersey Battered Women’s Shelter), a nonprofit agency providing safety, support, and solutions for individuals in domestic violence situations. In her free time, Kaden enjoys horseback riding, reading, and cooking.
Securities Agent: TN, DC, VT, UT, SC, RI, NV, NC, MO, MN, GA, CT, VA, PA, NY, NJ, IL, HI, SD, MI, CO, CA, AZ, VI, LA, IN, AR, IA, AL, WI, WA, TX, OH, ME, WY, OR, DE, OK, NH, MS, MD, KS, MA, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1832966