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Bruce Berti

Partner & Chief Financial Officer

HoyleCohen Wealth Management

United States, California, San Diego County

About Me

Bruce Berti is the Chief Financial Officer and Partner at HoyleCohen. Bruce’s role as Chief Financial Officer involves monthly GAAP financial accounting, firm budgeting and Sarbanes-Oxley compliance. Bruce has over 15 years of experience performing back office functions in the Registered Investment Advisor space and over 25 years in business administration. Bruce is the proud dad of one son and four grandchildren who live in his native Massachusetts. Bruce lives in Carlsbad, and in his free time enjoys exercise, golfing and spending as much time at the beach as he can.

Profile Information

Partner & Chief Financial Officer

HoyleCohen Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego County

California

United States

Aug 19, 2024

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