Richard G. Bertsch, CFP(r)
is a member (owner) of Focus Wealth Advisors, LLC. Ric has been in the financial services industry since 1970 as banker, NASD registered representative, insurance producer and associate investment advisor.
He obtained his Certified Financial Planner (CFP(r)) designation in 1989.
Ric has been an instructor for both the Junior Achievement's after school "Dollars and Sense" course along with the High School Financial Planning Course. He has also assisted our military service members as a Personal Financial Counselor (PFC) for the Department of Defense.
Joseph F. Folis, ChFC
is an associate advisor of Focus Wealth Advisors, LLC. Joe has over twenty years experience in finance, including investment management, financial and tax planning. He completed his financial planning curriculum at The American College ( Bryn Mawr, PA) and was awarded the Chartered Financial Consultant (ChFC) designation in 1998.
Joe completed his portfolio management curriculum at the College for Financial Planning and was awarded the Accredited Portfolio Management Advisor (APMA) designation in 2012. He also holds the Chartered Mutual Fund Counselor (CMFC) designation from the College for Financial Planning.
Joe is a member in good standing with the American College and College for Financial Planning Alumni Associations.