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
- 2016 -now Managing Partner @
- 1997 -2016 Financial Advisor @
- 1992 -1998 Financial Advisor @ Associated Securities Investment Advisory
- 1992 -1998 Portfolio Manager @ Financial Directions
- 1986 -1992 Financial Planner @
- now 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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