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Mark B. Bertoli, CFP®, AIF
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Address:
Bay Area Office
1777 Botelho Drive, Suite 103
Walnut Creek, CA. 94596
925-478-8800

Sacramento Office
3626 Fair Oaks Blvd, Suite 100
Sacramento, CA. 95864
916-318-8100

www.markbertoli.com [http://www.markbertoli.com]
www.crwmadvisors.com

E-mail:
mark@markbertoli.com
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Mark B. Bertoli, CFP®, AIF

Mark B. Bertoli, CFP®, AIF
Managing Partner
Castle Rock Wealth Management LLC

Securities offered through Private Client Services, LLC., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Castle Rock Wealth Management, A Registered Investment Adviser, not affiliated with Private Client Services.

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