Christopher Bertorelli Email & Phone Number
Wealth Advisor @ Octavia Wealth Advisors
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Christopher Bertorelli Location
- Coronado, CA, US
Christopher Bertorelli Work
- Wealth Advisor @ (August 2023 - Present)
- Senior Regional Vice President @ (January 2007 - August 2023)
- Regional Vice President @ (July 1993 - December 2006)
Christopher Bertorelli Education
- San Diego State University-California State University
Financial Planning and Services
2009-2010 - Salem State University
Bachelor of Science (B.S.) (Mathematics)
1985-1990
Christopher Bertorelli Skills
- 401k
- 529 Plans
- Downhill Skiing
- Financial Advisory
- Independent Financial Advice
- Investments
- Mutual Funds
- Qualified Retirement Plans
- Sailing
- Scuba Diving
- Separately Managed Accounts
- Series 6
- Series 63
- Series 65
- Series 7
- Variable Annuities
Christopher Bertorelli Summary
- Christopher Bertorelli, based in Coronado, CA, US, is currently a Wealth Advisor at Octavia Wealth Advisors. Christopher Bertorelli brings experience from previous roles at John Hancock Investments and MFS Investment Management. Christopher Bertorelli holds a 2009 - 2010 Financial Planning and Services @ San Diego State University-California State University. With a robust skill set that includes 401k, 529 Plans, Downhill Skiing, Financial Advisory, Independent Financial Advice and more. Christopher Bertorelli has 1 emails on RocketReach.
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