Serving Warner Center & Malibu
Bart’s vast experience as a Certified Financial Planner has spanned more than 30 years. He set the groundwork for his career by earning a degree in Finance with an emphasis in Financial Planning from Brigham Young University. His work with credit union members led him to specialize in strategic retirement planning. He now advises members how to minimize estate and income taxes while maximizing investment returns. When not providing financial services advice, Bart enjoys boating, hiking, and spending time with his family.
Bart’s proven real-world expertise is perfect for your retirement planning and other financial needs.
Bart holds the following registrations through LPL Financial: Series 7, 24, and 63
Bart is registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, IL, MD, ME, MI, MN, MT, NE, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WI
Sales Assistant Cora Ortega firstname.lastname@example.org Phone: 310.643.3351
Check the background of this investment professional on FINRA’s BrokerCheck.