Bertil Financial Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Bertil Financial Group
Team photo for Bertil Financial Group

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Advisors

Advisor photo for Vivien Balcker

Vivien Balcker

CRPC

Private Wealth Advisor

Managing Director
Visit Vivien Balcker's website
Advisor photo for Damian Paul Chung

Damian Paul Chung

Financial Advisor

Visit Damian Paul Chung's website
Advisor photo for Ernie Velez

Ernie Velez

CFP®, BFA, AWMA®, CLTC®

Financial Advisor

Vice President
Visit Ernie Velez's website
Advisor photo for William Roughen

William Roughen

CFP®, APMA®

Financial Advisor

Associate Vice President
Visit William Roughen's website


Team

Yajas Sadana

Yajas Sadana

Client Service Associate

Ricardo Balcker

Ricardo Balcker

Client Service Associate