Biography

Dan Bertolet serves as Manager for the Wedbush office in Scottsdale, Arizona. Prior to joining Wedbush Securities in 2014, Dan held various roles at several firms over the course of his 35+ year career which included Wells Fargo, PaineWebber, Dean Witter, Smith Barney, and Morgan Stanley.

Dan is proud of the friendly and bustling atmosphere he helped build in the Scottsdale office. His dedicated team consists of experienced advisors and staff members who actively demonstrate a strong work ethic and deliver superior customer service. He thrives on the personal relationships he has built with his team and works hard to consistently engage with everyone in the office. An advisor himself, Dan knows what it takes to develop, grow and service a meaningful book of business, and believes advisors of all types can be successful at Wedbush.

Dan grew up in California and attended Stanford University, where he received his Bachelor of Arts in History. After living in the Bay Area for decades, Dan and his family moved to Arizona in 2012. He spent many years dedicated to playing, coaching and officiating baseball. Currently, his primary hobbies include supporting his talented young son’s passion for playing the bass in a rock band and in the Phoenix Youth Symphony, following Stanford Athletics, and driving his old school 1964 Impala.

SPECIALIZATIONS

  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds

Credentials

  • BA in History from Stanford University
  • Holds his Series 7, 9, 10, 63, and 65 licenses
  • AZ Insurance Lic. # 2596406

Mission Statement