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Mark Bertoli
from Castle Rock Wealth Management, LLC
Mark Bertoli is a financial advisor based in California, Walnut Creek,
with 30 years of experience. Mark currently works for
Castle Rock Wealth Management, LLC.
Mark maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Bertoli works at Castle Rock Wealth Management, LLC
Castle Rock Wealth Management, LLC is a financial advisory firm based in Walnut Creek, California. It currently has approximately $418,941,853 of assets under management and employs about 9 people. Castle Rock Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
17 years
Fee structure
and a percentage of assets under your management
Office location
1777 Botelho Dr., Suite 105, Walnut Creek, California, 94596
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