Senior Operations Associate
California State University, Fullerton, B.A., Communications
Bert joins EP Wealth with over 20 years of experience in financial services. He earned his B.A. in Communications with a minor in Business Administration from California State University, Fullerton. Prior to a career in financial services, Bert has worked in education, advertising, and restaurant management. A passion in customer service, he later became an Investment Consultant at TD Ameritrade, Scottrade and Merrill Edge. Bert genuinely enjoys helping clients is committed to providing excellent customer service in his current role with EP. Although dedicated to his work, Bert will tell you his most gratifying experience is raising his two children, Lindsey and Zach.