Mr Richard V Bertain CFP
UBS Financial Services
200 South Los Robles, Suite 600 Pasadena, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
Spanish, English
License
Not Validated
Areas of Expertise
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Client Reviews (1 reviews)
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