Jeff Dunn-Bernstein

Principal & Investment Advisor at Paradise Advisor Group, LLC | Founder of ALQYMI (Wealth Tech) | Specialized in Integrated Wealth, Real Estate, and Tax Strategy

Role: Founder & Wealth Management Advisor at Qe Wealth Management
Location: Portland, OR, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jeff Dunn-Bernstein

As a Principal and Investment Advisor, my mission is to unify complex financial…

Experience

Founder & Wealth Management Advisor
Qe Wealth Management
Mar 2024 — Present · Portland, OR, US
Wealth Management that Embraces Your Real Estate

Contact information

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Current company

Qe Wealth Management

Financial Services · 1 employees · Founded 2023

QE Wealth Management, operating nationally as a division of Paradise Advisor Group, LLC (RIA), is committed to providing comprehensive financial guidance that moves beyond conventional portfolio management. We specialize in helping individuals, families, and real estate investors recognize, understand, and navigate the numerous intersecting points where traditional investments and real estate holdings meet. Our philosophy is simple: the greatest impact on a client\'s financial future occurs when we take the time to integrate all aspects of their wealth. Wealth Management that Embraces Your Real Estate Paradise Advisor Group, LLC, dba QE Wealth Management, is a Registered Investment Advisor (\"RIA\") conducting business in the States of Oregon and Washington. PAG offers investment advisory and related services for clients only in the jurisdictions where it is registered, or excluded from registration. PAG will maintain all applicable registrations and licenses as required by the various jurisdictions in which PAG conducts business, as applicable. PAG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Paradise Advisor Group, LLC often conducts business under other business names (aka a DBA name). The following DBA names and websites are also associated with PAG: QE Wealth Management – https://qewealth.com Paragon Plan Services – https://paragonplans.com Legacy Resource Group – https://legacy-resource.com

qewealth.com

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About Jeff Dunn-Bernstein

Experience

Founder & Wealth Management Advisor

Find verified contacts for anyone on LinkedIn