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Richard V. Bertain, Jr.

Richard has been successfully providing sound financial advice to his clients since 1983. Richard earned a Bachelor’s degree in Business Administration, Finance at California State University, Northridge. Richard is a Certified Financial Planner™ practitioner. Richard also earned his Certified Investment Management Analyst (CIMA) designation through The Wharton School in conjunction with the Investment Management Consultants Association. Richard is active in his community having served as President of the Burbank Civitan Club, 1997 Chairman of the Burbank Chamber of Commerce, and as a Boy Scouts Assistant Scoutmaster. He is a lifetime Member of the National Eagle Scout Association. Richard enjoys spending time with his children, Jessica, Jonathan, Jordan, and Jackson, and his grandchildren, Dillon and Olivia. He and his wife, Kellie, reside in Burbank.