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portrait of Bert Mills
FINANCIAL ADVISOR

Bert Mills

CFP®, AAMS™
2919 S Ellsworth Rd Ste 129, Mesa, AZ 85212opens in a new window
Accepting New Clients
Serving clients with $500,000
Send Me a Message

About Bert

Divorce is a difficult process and every individual experiences it differently. Often times, it means talking with attorneys, figuring out the next chapter of their life and separating out finances. Divorce brings many challenges. You need a good support team when going through a divorce. I can help you understand your investments, put your financial house in order and help you prepare financially for the future.

I've always been someone who values planning ahead and hard work. As a young boy, I found myself at the local store with 10 cents burning a hole in my pocket.

I examined the candy carefully,...

Focus Areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable investing
  • Wealth Strategies
  • Domestic Partner Finances

Work History

  • Edward JonesNovember 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Brigham Young UniversityBachelor of Arts

Personal Interests

  • Traveling
  • Spending Time with Family
  • Genealogy
  • Baking
  • Snorkeling

Team Members

  • Kim St John
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(855) 341-5817

Office Address

2919 S Ellsworth Rd Ste 129
Mesa, AZ 85212opens in a new window

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