Christopher Bertorelli, Cfp®, Cima®, Crpc®
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Christopher Bertorelli, Cfp®, Cima®, Crpc® Email & Phone Number

Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors
Location: Coronado, California, United States 3 work roles 2 schools
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Current company
Octavia Wealth Advisors
Role
Wealth Advisor at Octavia Wealth Advisors
Location
Coronado, California, United States
Company size
25 employees

Who is Christopher Bertorelli, Cfp®, Cima®, Crpc®? Overview

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Quick answer

Christopher Bertorelli, Cfp®, Cima®, Crpc® is listed as Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors, a with 25 employees, based in Coronado, California, United States. AeroLeads shows a matched LinkedIn profile for Christopher Bertorelli, Cfp®, Cima®, Crpc®.

Christopher Bertorelli, Cfp®, Cima®, Crpc® previously worked as Wealth Advisor at Octavia Wealth Advisors and Senior Regional Vice President at John Hancock Investments. Christopher Bertorelli, Cfp®, Cima®, Crpc® holds Financial Planning And Services from San Diego State University-California State University.

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Email format at Octavia Wealth Advisors

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Octavia Wealth Advisors

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Profile bio

About Christopher Bertorelli, Cfp®, Cima®, Crpc®

Christopher Bertorelli is a wealth advisor in the San Diego office of Octavia Wealth Advisors. He specializes in helping clients manage their finances, make informed decisions, achieve their goals, and protect what they’ve earned. Chris takes pride in serving as a trusted advisor, building strong relationships through clear and consistent communication. He is passionate about providing comprehensive guidance and personalized strategies to individuals, families, and businesses. His main objective every day is to use his knowledge and experience to help his clients and colleagues succeed.Before joining Octavia in 2023, Chris spent 16 years with John Hancock Investments, where he was a senior regional vice president. Prior to that, he was a regional vice president at MFS Investment Management. Chris earned a bachelor’s degree in mathematics at Salem State University. He is also a Certified Financial Planner (CFP®), a Certified Investment Management Analyst (CIMA®), and a Chartered Retirement Planning Counselor (CRPC®). On the personal side, Chris and his wife moved from Massachusetts to Coronado, California, in 1998. They are longtime members of the Coronado Cays Yacht Club, where Chris was named 2018 Yachtsman of the Year, and the Catalina Island Yacht Club. They enjoy traveling, cooking, biking, skiing and spending time with friends; and they love being out on the water, fishing, boating, sailing, and diving.Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable. For additional information, please visit our website at octaviawa.com.

Listed skills include Series 63, Qualified Retirement Plans, Investments, Downhill Skiing, and 10 others.

Current workplace

Christopher Bertorelli, Cfp®, Cima®, Crpc®'s current company

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Octavia Wealth Advisors
Octavia Wealth Advisors
Wealth Advisor at Octavia Wealth Advisors
cincinnati, ohio, united states
Website
octaviawa.com
Employees
25
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3 roles

Christopher Bertorelli, Cfp®, Cima®, Crpc® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Octavia Wealth Advisors

San Diego, California, United States

Christopher Bertorelli is a wealth advisor in the San Diego office of Octavia Wealth Advisors. He specializes in helping clients manage their finances, make informed decisions, achieve their goals, and protect what they’ve earned. Chris takes pride in serving as a trusted advisor, building strong relationships through clear and consistent communication. He is passionate about providing comprehensive guidance and personalized strategies to individuals, families, and businesses. His main objective every day is to use his knowledge and experience to help his clients and colleagues succeed.Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable. For additional information, please visit our website at octaviawa.com.

Aug 2023 - Present

Senior Regional Vice President

John Hancock Investments

Hawaii, San Diego, Inland Empire And Desert Areas

Develop clients from referrals and internal company sources. Arrange financial services presentations for financial advisors and their clientele. Develop client specific presentations utilizing company presentations, personal stories and experiences. Schedule individual and group meetings with clients and prospects to present information relevant to their objectives. Function as a generalist in UCITS, annuities, separately managed accounts, 529 plans and investment only 401k plans, with a specialty in mutual funds. Territory includes wire house, bank, insurance and independent advisers.

Jan 2007 - Aug 2023

Regional Vice President

Mfs Investment Management

Regional Vice President, Southern California, San Diego, CA, 1998 – 2007Functioned as a generalist in annuities, 401(K) plans, and separately managed accounts, with a specialty in mutual funds.Regional Vice President, Insurance Products, Missouri, Kansas, Oklahoma, Arkansas, 1996 – 1998Internal Wholesaler, Boston, MA, 1995 – 1996Inbound Marketing Representative, Boston, MA, 1994 – 1995Tele-Services Representative, Boston, MA, 1993 – 1994

Jul 1993 - Dec 2006
Team & coworkers

Colleagues at Octavia Wealth Advisors

Other employees you can reach at octaviawa.com. View company contacts for 25 employees →

AS Andrew Seni Andrew Seni Colleague at Octavia Wealth AdvisorsDayton Metropolitan Area, United States View → BK Brenda Keefe Brenda Keefe Colleague at Octavia Wealth AdvisorsDayton, Ohio, United States View → AL Abbey Lenox Abbey Lenox Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → DH Donald Hughett Donald Hughett Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → BP Brian Price, Caia® Brian Price, Caia® Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → KM Ksenia Mendoza, Cfp® Ksenia Mendoza, Cfp® Colleague at Octavia Wealth AdvisorsSan Diego, California, United States View → CK Chuck Korger, Cfp® Chuck Korger, Cfp® Colleague at Octavia Wealth AdvisorsSarasota, Florida, United States View → JS Justin Setzekorn, Cfp® Justin Setzekorn, Cfp® Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → MM Maureen Miller Maureen Miller Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → KV Kurt Volker Kurt Volker Colleague at Octavia Wealth AdvisorsSan Diego, California, United States View →
2 education records

Christopher Bertorelli, Cfp®, Cima®, Crpc® education

Financial Planning And Services

San Diego State University-California State University

Bachelor Of Science (B.S.), Mathematics

Salem State University
FAQ

Frequently asked questions about Christopher Bertorelli, Cfp®, Cima®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Christopher Bertorelli, Cfp®, Cima®, Crpc® work for?

Christopher Bertorelli, Cfp®, Cima®, Crpc® works for Octavia Wealth Advisors.

What is Christopher Bertorelli, Cfp®, Cima®, Crpc®'s role at Octavia Wealth Advisors?

Christopher Bertorelli, Cfp®, Cima®, Crpc® is listed as Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors.

Where is Christopher Bertorelli, Cfp®, Cima®, Crpc® based?

Christopher Bertorelli, Cfp®, Cima®, Crpc® is based in Coronado, California, United States while working with Octavia Wealth Advisors.

What companies has Christopher Bertorelli, Cfp®, Cima®, Crpc® worked for?

Christopher Bertorelli, Cfp®, Cima®, Crpc® has worked for Octavia Wealth Advisors, John Hancock Investments, and Mfs Investment Management.

Who are Christopher Bertorelli, Cfp®, Cima®, Crpc®'s colleagues at Octavia Wealth Advisors?

Christopher Bertorelli, Cfp®, Cima®, Crpc®'s colleagues at Octavia Wealth Advisors include Andrew Seni, Brenda Keefe, Abbey Lenox, Donald Hughett, and Brian Price, Caia®.

How can I contact Christopher Bertorelli, Cfp®, Cima®, Crpc®?

You can use AeroLeads to view verified contact signals for Christopher Bertorelli, Cfp®, Cima®, Crpc® at Octavia Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Christopher Bertorelli, Cfp®, Cima®, Crpc® attend?

Christopher Bertorelli, Cfp®, Cima®, Crpc® holds Financial Planning And Services from San Diego State University-California State University.

What skills is Christopher Bertorelli, Cfp®, Cima®, Crpc® known for?

Christopher Bertorelli, Cfp®, Cima®, Crpc® is listed with skills including Series 63, Qualified Retirement Plans, Investments, Downhill Skiing, Separately Managed Accounts, Variable Annuities, Scuba Diving, and Series 6.

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