Bert Stokes, Financial Advisor located in Sacramento, CA

Financial Advisor
Bert Stokes

AAMS®
3301 Watt Ave Suite 700, Sacramento, CA 95821opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Employee Stock Options
  • Government Employees

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing
  • Golfing
  • Martial Arts
  • Mountain Biking
  • Skiing

Team Members

  • Trace Nichols
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(916) 488-4528

Fax

(866) 593-8165

Office Address

3301 Watt Ave Suite 700
Sacramento, CA 95821opens in a new window

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