Michael Bertuzzi, Crpc™ Email & Phone Number

My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.Each person's future and road map of life is –unique- while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities.Family   Finance    Health   Home    Leisure     Work   GivingLife comes with change, meaning no straight road when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less!I began my financial services career in 1989. Service to the community is an integral part of my life.I served as:Committee Chairman         Governmental Affairs Boerne Chamber of Commerce 2015Member                              Graduated Leadership Boerne Class: 2012-2013Chairman                            Nueces County Republican Party: Chairman 2006-2010Adjunct Professor                Texas A&M Corpus Christi- Finance 2003Chairman                            Corpus Christi Chamber of Commerce; 2002Director                               "Conquer the Coast" Bike RidePresident                            Boys & Girls Club of Corpus Christi; 1994Member                              Downtown Rotary Club Corpus ChristiMember                              Graduated Leadership Corpus Christi XX: 1992Member                              United Way Campaign Committee: 1992, 1993, 1994, 1995, 1999, 2004 and 2005 When I am not at home or in the office, you can find me on the road as a Masters cyclist.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Mar 1990 - Present