Mark Bertoli Location
- Walnut Creek, CA, US
Mark Bertoli Work
- 2016 - now Managing Partner @ Castle Rock Wealth Management, LLC
- 1997 - 2016 Financial Advisor @
- 1992 - 1998 Financial Advisor @ Associated Securities Investment Advisory
- 1992 - 1998 Portfolio Manager @ Financial Directions Inc.
- 1986 - 1992 Financial Planner @ John Hancock Financial Services
- 1986 - 1987 Management Trainee @
Mark Bertoli Education
- College of Financial Planning
CFP (Financial Planning)
1987 - 1990 - University of California, Berkeley
BA (Economics)
1977 - 1981
Mark Bertoli Skills
- Project Planning
- Networking
- Microsoft Office
- Financial Planning
- Market Research
- Financial Advisory
- Portfolio Management
- Securities
- Finance
- Strategic Financial Planning
- Investments
Mark Bertoli Summary
- Mark Bertoli, based in Walnut Creek, CA, US, is currently a Managing Partner at Castle Rock Wealth Management, LLC. Mark Bertoli brings experience from previous roles at Cetera Advisor Networks LLC, Associated Securities Investment Advisory, Financial Directions Inc. and John Hancock Financial Services. Mark Bertoli holds a 1987 - 1990 CFP in Financial Planning @ College of Financial Planning. With a robust skill set that includes Project Planning, Networking, Microsoft Office, Financial Planning, Market Research and more. Mark Bertoli has 2 mobile phone numbers on RocketReach.
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