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Christopher Bertorelli, Cfp®, Cima®, Crpc® is listed as Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors, a company 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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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.
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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.
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.
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.
Other employees you can reach at octaviawa.com. View company contacts for 25 employees →
Marcia Lusnak
Colleague at Octavia Wealth Advisors
Cincinnati Metropolitan Area, United States
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Brad Lauch
Colleague at Octavia Wealth Advisors
Cincinnati Metropolitan Area, United States
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MM
Maxim Meyers, Cfp®
Colleague at Octavia Wealth Advisors
Cincinnati, Ohio, United States, United States
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BK
Brenda Keefe
Colleague at Octavia Wealth Advisors
Dayton, Ohio, United States, United States
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PS
Peter Shusterman
Colleague at Octavia Wealth Advisors
San Diego, California, United States, United States
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CK
Chuck Korger, Cfp®
Colleague at Octavia Wealth Advisors
Sarasota, Florida, United States, United States
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NS
Noah Stomberg
Colleague at Octavia Wealth Advisors
Los Angeles, California, United States, United States
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DH
Donald Hughett
Colleague at Octavia Wealth Advisors
Cincinnati, Ohio, United States, United States
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AH
Anthony Hanna
Colleague at Octavia Wealth Advisors
Los Angeles Metropolitan Area, United States
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KV
Kurt Volker
Colleague at Octavia Wealth Advisors
San Diego, California, United States, United States
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Quick answers generated from the profile data available on this page.
Christopher Bertorelli, Cfp®, Cima®, Crpc® works for Octavia Wealth Advisors.
Christopher Bertorelli, Cfp®, Cima®, Crpc® is listed as Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors.
Christopher Bertorelli, Cfp®, Cima®, Crpc® is based in Coronado, California, United States while working with Octavia Wealth Advisors.
Christopher Bertorelli, Cfp®, Cima®, Crpc® has worked for Octavia Wealth Advisors, John Hancock Investments, and Mfs Investment Management.
Christopher Bertorelli, Cfp®, Cima®, Crpc®'s colleagues at Octavia Wealth Advisors include Marcia Lusnak, Brad Lauch, Maxim Meyers, Cfp®, Brenda Keefe, and Peter Shusterman.
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.
Christopher Bertorelli, Cfp®, Cima®, Crpc® holds Financial Planning And Services from San Diego State University-California State University.
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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