Bernie Kent

Bernie Kent

Formal First Name
Bernard (Bernie)

Bernie Kent, Chairman and Senior Advisor at Schechter Investment Advisors, has spent more than 40 years working with high-net worth individuals and families on tax, investment and wealth management issues. Bernie was one of the first CPA’s in Michigan to be awarded the Personal Financial Specialist (“PFS”) designation by the AICPA. He has written numerous books and articles on tax and financial planning and has been quoted often in Forbes, The New York Times and The Wall Street Journal. In the Detroit area, he has appeared on the major television and radio stations and has been quoted in all major Detroit area newspapers. Prior to joining Schechter, Bernie was the Midwest Regional Partner in charge of Personal Financial Services for PricewaterhouseCoopers LLP, where he advised more than 25 CEOs of New York Stock Exchange-listed companies as well as 25 families with more than $100 million of net worth.

Professional Experience

Academic History

  • Bernie Kent has been frequently quoted in numerous national periodicals including The Wall Street Journal, Forbes, Fortune, U.S. News and World Report, Investor’s Business Daily, Business Week, Kiplinger’s, and Inc.

  • Formerly an adjunct lecturer in Taxation at Oakland University, he has taught numerous seminars for financial professionals and the general public and has authored articles for professional publications.

  • He co-authored five editions of PricewaterhouseCoopers Guide to Personal Financial Planning. Currently, he writes articles about taxation and Financial Planning for and Leimberg Information Services.

Bernie Kent's Accomplishments

  • Juris Doctor, University of Michigan Law School

  • Bachelor of Arts - Economics, Oakland University

  • Distinguished Alumni Service Award, Oakland University

  • Top Financial Advisors, Worth Magazine

  • 42 Prominent Alumni Award

  • National Philanthropy Day Distinguished Volunteer

  • Honorees of the 35th Annual Holocaust Memorial Center 

Bernie Kent's Organizational Involvement

  • Personal Financial Planning Committee, Michigan Association of CPAs

  • Employee Benefits Committee, AICPA Tax Division

  • Executive Committee, United Jewish Federation Metropolitan Detroit

  • Chairman of Investment Committee, United Jewish Federation Metropolitan Detroit

  • Oakland University Judaic Studies Committee

  • Jewish Federation Community Services Allocation Committee

  • Program for Holocaust Survivors and Families Advisory Committee

  • Oakland University Campaign Steering Committee

  • Detroit Historical Society

  • Michigan State Police Retirement Board