For more than a decade, Tony has helped individuals, families, and business owners sort through their financial affairs in an effort to develop plans focused on achieving long term financial goals while simultaneously providing high quality service throughout the process. He feels that being able to translate complex concepts in a way that each client can understand is essential to the success of each plan. His desire to help others succeed and his commitment to exceptional service, continue to be the cornerstone of his business.
Vision Statement
To help you attain financial confidence regarding your financial future so you can enjoy each stage of life!
“I approach each client individually, focusing on their specific needs and ensuring that both their short term and long term goals are taken into consideration before making any recommendation. As your wealth manager, it is my top priority to ensure you are comfortable with all aspects of your financial program and that I am available to answer any questions you may have. Many times clients are overwhelmed with trying to invest for their children’s education, save for retirement, deal with inherited wealth, and other unexpected life changes. I work closely with each client, striving to make these decisions seem less like burdens and more like achievable goals.” – Tony Bertocchini
Tony is a Registered Representative and Investment Advisor Representative currently registered through Commonwealth Financial Network®, and is a licensed Life Insurance Agent. Tony joined Diversified Investment Services, Inc. in 2002 and holds a Bachelor of Business Administration degree from the University of San Diego.
Tony resides in Rancho Santa Margarita with his wife, Allie, and three sons: Charlie, Tommy, and Will. Outside of Diversified Investment Services, Inc. he works with various local charities, is heavily involved in his sons’ school, and enjoys tennis, golf, skiing, hiking, backpacking, and camping.