Jenica Bertalan, Financial Advisor located in Point Loma, CA

Financial Advisor
Jenica M Bertalan

CFP®
2907 Shelter Island Drive, Suite 106, Point Loma, CA 92106opens in a new window
Accepting New Clients
Serving clients with $1,000,000
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Inheritance Guidance
  • Charitable Giving
  • Women Investors

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Cooking
  • Community Outreach
  • Spending Time with Family
  • Reading
  • Wine Collecting/Enthusiast

Team Members

  • Mandy Woodard
    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 - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(619) 222-0375

Fax

(888) 892-2606

Office Address

2907 Shelter Island Drive
Suite 106
Point Loma, CA 92106opens in a new window

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