Mark Bertoli CFP, located in Walnut Creek, CA, is an independent financial advisory firm founded on the belief that strong relationships and effective strategies are the keys to financial success. With a focus on meaningful communication and protecting clients' interests, Mark Bertoli offers investment management and financial planning services to help individuals pursue peace of mind.
As fiduciaries and independent advisors, Mark Bertoli and his team prioritize their clients' needs and goals above all else, ensuring that their allegiance is to the client rather than any financial company or investment firm. With a commitment to building long-lasting relationships, Mark Bertoli CFP provides personalized solutions and expert guidance to help clients navigate their financial journey.
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