Brad Bertner

Brad L Bertner

Financial Advisor

FINRA BrokerCheck
11111 Santa Monica Blvd, Ste 300
Los Angeles, CA 90025
310-903-5062 Visit my website Back to Advisors in California

About my practice

As a client advocate, the intimate role & relationship I build my clients with respect to their financial goals if of paramount importance. I seek to gain an understanding of what's important to them, whether that be retirement/investment strategies/education and insurance planning/etc and provide counsel whereby they're able to make informed decisions to achieve what's most important to them.

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