Mark Bertoli Email & Phone Number
Managing Partner @ Castle Rock Wealth Management, LLC
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Mark Bertoli Location
- Walnut Creek, CA, US
Mark Bertoli Work
- Managing Partner @ (November 2016 - Present)
- Financial Advisor @ (January 1997 - January 2016)
- Financial Advisor @ Associated Securities Investment Advisory (January 1992 - June 1998)
- Portfolio Manager @ Financial Directions (June 1992 - March 1998)
- Financial Planner @ (January 1986 - January 1992)
- Management Trainee @
Mark Bertoli Education
- College of Financial Planning 1987-1990
- University of California, Berkeley
Bachelor of Arts (Economics)
1977-1981
Mark Bertoli Summary
- Mark Bertoli, based in Walnut Creek, CA, US, is currently a Managing Partner at Castle Rock Wealth Management. Mark Bertoli brings experience from previous roles at Cetera Advisor Networks LLC, Associated Securities Investment Advisory, Financial Directions and John Hancock. Mark Bertoli holds a 1987 - 1990 College of Financial Planning. Mark Bertoli has 2 mobile phone numbers on RocketReach.
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