Carisa Bertrand
Accredited Wealth Management Advisor at Du Charme Wealth Management
Based in United States
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Seniority
Staff
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
17
Contact information
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c•••••••@ducharmewealth.com
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Background
About Carisa Bertrand
As an Accredited Wealth Management Advisor, I take pride in the relationships I build with my clients. Getting to know my clients and understanding their relationship with money is a critical part of my process when creating a comprehensive financial plan that is as unique as they are. Prior to becoming a Financial Advisor, I held various roles within the banking side of the financial services industry. I am well experienced in management, customer relations, bank operations, and account maintenance. When not working, I enjoy spending time with my Husband, Josh, and our corgi. I love living in Saint George and immersing myself in the beautiful nature surrounding my home. I am often out hiking or camping with friends and family, or planning a trip to explore somewhere new. Advisory services offered through SCF Investment Advisors, Inc. • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • Fax (559) 456-6109.
Decision-makers
Other people at Du Charme Wealth Management
- DBStaff
Daniel Bresson
Wealth Management Advisor · Finance & Accounting
- ESDirector
Ellie Schneck
Director of Operations · Operations
- CFStaff
Catherine Fadian-Lewandowski
Administrative Assistant · Operations
- RVC-Team
Robert V. du Charme
Wealth Management Advisor & Founder · Finance & Accounting
- CWStaff
Chris Wacker
Wealth Management Advisor · Finance & Accounting
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