Mark Bertoli has been supplying professional financial advice to his clients for 35 years. Mark is a Certified Financial Planner™ and an Accredited Investment Fiduciary. He is also a Registered Investment Advisory Affiliate with Castle Rock Wealth Management LLC, a Registered Investment Advisor, and a Registered Representative with Private Client Services. Castle Rock provides investment analysis, money management, advisory services, and financial planning.Prior to his current Partnership, Mark ran his own money management firm with offices in the San Francisco East Bay and Sacramento. Previously, Mark was a Portfolio Manager with the private San Francisco money management firm, Financial Directions, Inc. In addition, Mr. Bertoli worked as a Stock Analyst and Money Manager for Associated Planners Investment Advisory, Inc., also in San Francisco. Earlier in his career, he was a Financial Planner at John Hancock Financial Services as well as an Analyst working with financial instruments at Bank of America.Mark graduated from the University of California, Berkeley, with a degree in Economics and earned his CFP designation from the College of Financial Planning in Denver. He completed his Certification as a registered and Accredited Investment Fiduciary from Fiduciary Insights 360 (Fi360) in Pittsburgh, PA. His professional affiliations have included membership in the International Board of Certified Financial Planners, and the East Bay Chapter of the International Association for Financial Planning. He was the President of the Contra Costa Business Alliance for seven years.Securities offered through Private Client Services, member FINRA/SIPC. Advisory services offered through Castle Rock Wealth Management, LLC. A Registered Investment Adviser. Private Client Services and Castle Rock Wealth Management, LLC are not affiliated entities.