Meredeth Bertacco, Financial Advisor located in Sebastopol, CA

Financial Advisor
Meredeth A Bertacco

CFP®
7182 Healdsburg Ave Suite A, Sebastopol, CA 95472opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Julie Dunn
    Associate Financial Advisor
  • Francesca Norton
    Sr. Branch Office Administrator
    FPQP®
  • Kimberly Schott
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Phone

(707) 823-4708

Fax

(888) 231-7584

Office Address

7182 Healdsburg Ave Suite A
Sebastopol, CA 95472opens in a new window

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