Ric Bertsch

Ric Bertsch Email and Phone Number

President, Focus Wealth Advisors L.L.C. @ Focus Wealth Advisors L.L.C.
houston, texas, united states
Ric Bertsch's Location
Margate City, New Jersey, United States, United States
Ric Bertsch's Contact Details

Ric Bertsch work email

Ric Bertsch personal email

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About Ric Bertsch

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Ric Bertsch's Current Company Details
Focus Wealth Advisors L.L.C.

Focus Wealth Advisors L.L.C.

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President, Focus Wealth Advisors L.L.C.
houston, texas, united states
Website:
focus-wa.com
Employees:
4
Ric Bertsch Work Experience Details
  • Focus Wealth Advisors L.L.C.
    President
    Focus Wealth Advisors L.L.C. May 1988 - Present
    Somers Point, Nj
    President of Focus Wealth Advisors LLC., a State Registered Investment Advisor in New Jersey and South Carolina. Adhering to strict Fiduciary Responsibilities I provide contract based Personalized Comprehensive Financial Planning and Portfolio Management for the small business owner along with middle to upper middle income individuals and families.My holistic approach strives to manage, coach, and assist those individuals seeking to successfully achieve both financial and non-monetary goals and rewards through their life cyclesI have been an Instructor in the Junior Achievement Financial Education Courses for Elementary School and the High School Financial Planning Curriculum.In addition I had the opportunity and honor to assist our Military Men and Woman on their Benefits and Rights along with Financial Counseling as a Personal Financial Counselor at various military installations throughout the US and Internationally.

Ric Bertsch Skills

Financial Planning Small Business Finance Investments Risk Management Portfolio Management Strategic Planning Customer Service Insurance Wealth Retirement Planning

Ric Bertsch Education Details

  • Desales University
    Desales University
    Business Administration And Management, General
  • Lehigh County Community College
    Lehigh County Community College
    Business Administration And Management, General

Frequently Asked Questions about Ric Bertsch

What company does Ric Bertsch work for?

Ric Bertsch works for Focus Wealth Advisors L.l.c.

What is Ric Bertsch's role at the current company?

Ric Bertsch's current role is President, Focus Wealth Advisors L.L.C..

What is Ric Bertsch's email address?

Ric Bertsch's email address is ri****@****ors.com

What schools did Ric Bertsch attend?

Ric Bertsch attended Desales University, Lehigh County Community College.

What skills is Ric Bertsch known for?

Ric Bertsch has skills like Financial Planning, Small Business, Finance, Investments, Risk Management, Portfolio Management, Strategic Planning, Customer Service, Insurance, Wealth, Retirement Planning.

Who are Ric Bertsch's colleagues?

Ric Bertsch's colleagues are Charles Hubert, Charless Pollard, Ann P..

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