Bryan Wertzer AIF®
Wealth Advisor
(916) 438-6700
SMS (916)-354-6745
The goal of living the ideal life, or transforming one’s lifestyle, is not merely conceptual for Bryan. His own personal journey has seen him go from weighing 400 pounds to completing several marathons and an IronMan Triathlon. His personal experience guides his professional advice and provides perspective for those making important and transformative lifestyle decisions.
Bryan acts as Branch Manager and supervises four Wealth Advisors. His registrations include Series 6, 7, 24, 26, 51, 63, and 65 licenses, as well as California Insurance License #0B18778.
