Richard V Bertain Jr has been successfully providing sound financial advice to his clients since 1983. Richard earned a Bachelor's degree in Business Administration, Finance at California State University, Northridge. Richard is a CERTIFIED FINANCIAL PLANNER® practitioner. Richard also earned his Certified Investment Management Analyst® (CIMA®) designation through The Wharton School in conjunction with the Investment Management Consultants Association. 

Richard is active in his community having served as President of the Burbank Civitan Club, 1997 Chairman of the Burbank Chamber of Commerce, & as a Boy Scouts Assistant Scoutmaster. He is also a lifetime Member of the National Eagle Scout Association. Richard enjoys spending time with his children, Jessica, Jonathan, Jordan, & Jackson, and his grandchildren, Dillon & Olivia. He and his wife, Kellie, reside in Burbank.

Education

California State University, Northridge, Bachelor's degree in Business Administration and Finance

Credentials

CERTIFIED FINANCIAL PLANNER®
Certified Investment Management Analyst®

CA Insurance License #0648723 Resident state CA

David Escobar is a Managing Partner of Bertain Escobar Wealth Management. In addition, David is a CERTIFIED FINANCIAL PLANNER® practitioner. He is a graduate of Loyola Marymount University with a Bachelor of Science degree in Accounting.

David is active in his community, having served as a Board member on Leadership Burbank, the Kid's Community Dental Clinic, and Burbank YMCA.  David enjoys traveling with his family and attending his children’s baseball and softball games. David and his wife, Sarah spend their free time with their sons, Benjamin & Jacob, and daughter, Liliana.

Education

Loyola Marymount University, Bachelor of Science degree in Accounting

Credentials

CERTIFIED FINANCIAL PLANNER®

 CA Insurance License #0D97014 Resident state CA

Taylor is a Financial Advisor and Associate Vice President with the Bertain Escobar Wealth Management team in Burbank, CA. Taylor joined Bertain Escobar Wealth Management in 2016.

He earned the CERTIFIED FINANCIAL PLANNER® professional certification in 2021. Taylor graduated from the University of Redlands with a Bachelor of Science in Economics, with an emphasis in Finance and holds the Series 7, 66 securities registrations. He and his wife, Krystal, live in Rancho Mission Viejo. They enjoy spending time with family and friends, trips to the beach, and volunteering.

Education
University of Redlands, B.S., Economics

Credentials
CERTIFIED FINANCIAL PLANNER®
Series 7, 66 securities registrations

CA Insurance License #4071852 Resident state CA

Jordan Bertain is a Financial Advisor with Bertain Escobar Wealth Management, having joined the team in 2023. He graduated from Texas Christian University with a bachelor’s degree in Business Administration, majoring in Finance. Jordan holds the Securities Industry Essentials, Series 7, Series 66 and Series 63 registrations. He has continuously demonstrated his unwavering dedication and commitment to clients. Residing in the Dallas, Texas area, Jordan finds enjoyment in fishing, golf, and spending quality time with his family.

Education

Texas Christian University, Bachelor of Science degree in Business Administration

Credentials

Securities Industry Essentials, Series 7, Series 66 and Series 63

Patricia joined Bertain Escobar Wealth Management in 2003. She holds the FINRA registrations series 7 and 66. In addition, Patricia is a Chartered Retirement Plans Specialist® (CRPS®). She earned her Bachelor's Degree in Business Administration with an option in Finance from California State University of Northridge.

She currently resides in Ontario, CA with her husband Juan and daughter Sienna.

Education

California State University of Northridge, Bachelor's Degree in Business Administration with an option in Finance

Credentials

Chartered Retirement Plans Specialist®℠

Michele has worked with Richard since 1991. She holds the FINRA registrations series 7, 9, 10, 63, and 66. Having worked 30+ years in the financial services industry, Michele has a great depth of understanding on client service matters.

She currently resides in Glendora with her husband Adam, and enjoys spending time with their children, Serena and Kevin, and grandson Ryan.

Credentials

Series 7, 9, 10, 63, and 66