Bernard Holand

Bernard M. Holand, CPA, PFS


Mr. Holand applies over thirty-five years of technical experience and practical judgment to advise companies from start up ventures to established enterprises. As a Personal Financial Specialist (PFS), he counsels clients on risk and investment management, retirement, insurance, tax, wealth and estate planning, working closely with client's team of advisors. Mr. Holand's diverse client base of privately held businesses operating as partnerships and S Corporations is comprised of professional service firms, lawyers, doctors, executive search, outsourcing, and, other service companies, technology businesses, real estate, investment partnerships, venture capital, private equity, foreign and domestic manufacturers and distributors as well as high net worth individuals and not-for-profit organizations.

Mr. Holand graduated Cum Laude with a BS from Lehman College and is a certified Personal Financial Specialist (PFS), accredited by the American Institute of Certified Public Accountants.

Professional Affiliations include:
Member, American Institute of Certified Public Accountants
Member, New York State Society of Certified Public Accountants
former Chair, Large and Medium Sized Firms Practice Management Committee
former Member, Personal Financial Planning Committee

Community Service include:
Former Member, Board of Directors, Barrier Free Living
Former Treasurer and Member of the Budget and Finance
Committee of Temple Shaaray Tefila, Bedford Corners, New York
Former Member, Board of Directors of Indiana University Art Museum