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Our financial advice team


Dennis M Gurtz, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Dennis M Gurtz

CFP®, MBA, CFA®

Financial Advisor

Brostrom and Berlin Wealth Management
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFA® Chartered Financial Analyst®

Education

  • MBA, University of Maryland
  • B.S. Accounting, University of Maryland

Professional associations

  • Financial Planning Association, National Capital Area
  • CFA Institute and CFA Society of Washington, D.C.
  • American Institute of Certified Public Accountants

Community participation

  • Boy Scouts of America, National Capital Area Council, Board of Directors and Chair, Investment Committee Bethesda, MD
  • Washington Map Society past president, Washington, DC
  • Covenant United Methodist Church, Finance Chair, Montgomery Village, MD

Interests

  • I collect maps of DC, MD and VA
  • I live in Gaithersburg, MD with my wife Carolyn and my dog Gus