portrait of Jenica M Bertalan
FINANCIAL ADVISOR

Jenica M Bertalan

2907 Shelter Island Drive, Suite 106, Point Loma, CA 92106opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Divorce Finances

Personal Interests

  • Cooking
  • Community Outreach
  • Spending Time with Family
  • Reading
  • Wine Collecting/Enthusiast

Team Members

  • Mandy Woodard
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(619) 222-0375

Fax

(888) 892-2606

Office Address

2907 Shelter Island Drive
Suite 106
Point Loma, CA 92106opens in a new window

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