Eric Bertz
Wealth Advisor
CRPC®
CA Insurance License #0B99028
Eric's entrepreneurial spirit ignited during his college years, driving him toward a path of business ownership and direct engagement with individuals and businesses. This ambition was solidified after two years in corporate accounting at Fidelity Investments, which underscored his desire to chart his own course.
Since 1986, Eric and his team continue to build a focused practice, designed to fill the gap in comprehensive financial coordination for both personal and business finances. The firm has since been dedicated to offering holistic financial advice to business owners, professionals, and retirees.
As a business owner himself, Eric is acutely aware of the complexities related to taxes, investments, employee benefits, talent retention, and succession planning. His mission is to help clients achieve sustainable financial independence. He and his team serve as dedicated advocates, committed to helping clients visualize and attain financial aspirations for the people they care about most.
Eric's professional accolades include prestigious recognitions such as Chairman’s Council, Premier Partner, and Presidents Club, reflecting his high standards of professionalism and unwavering commitment to client success.
A graduate of the University of Connecticut School of Business with a focus on finance, Eric is also a passionate musician and adventurous traveler. Along with his wife, Theresa, they enjoy hiking, biking, and skiing across North America and Canada, and often participate in international cooking classes with their two children, Wyatt and Tamsen.
Eric holds FINRA registrations, including Series 7, 6, 66, 63, and 22, and has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning, a recognized benchmark in retirement planning credentials.
Eric Bertz is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Equitable Advisors, its affiliates and financial professionals do not offer tax or legal advice or services. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0B99028 AGE-6883692.1 Exp. (07/2026).