Bert Mills, Financial Advisor located in Mesa, AZ

Financial Advisor
Bert Mills

CFP®, CDFA®, AAMS®
2919 S Ellsworth Rd Ste 129, Mesa, AZ 85212opens in a new window
Client by Referral
Serving clients with $500,000
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Focus Areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable Investing
  • Wealth Strategies
  • Domestic Partner Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CDFA®

    CDFAUSA

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Spending Time with Family
  • Genealogy
  • Baking
  • Snorkeling

Team Members

  • Colleen Jones
    Branch Office Administrator
  • Vinola Beitsargis
    Branch Office Administrator
  • Betsy Alvarado
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(480) 931-3566

Fax

(855) 341-5817

Office Address

2919 S Ellsworth Rd Ste 129
Mesa, AZ 85212opens in a new window

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