Brad Bertner, RICP in

Brad Bertner, RICP

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Wealth Management Advisor at Northwestern Mutual
📍 Los Angeles, California, United States

Brad Bertner is a Wealth Management Advisor at Northwestern Mutual, holding the Retirement Income Certified Professional (RICP) designation. He was recently named a 2025 Best-In-State Top Financial Security Professional by Forbes. He earned his B. S. from Syracuse University and has transitioned from a successful career in entertainment to finance.

Brad has a unique background as a former television executive at major studios like Twentieth Century Fox and 3 Arts Entertainment, where he developed and sold multiple projects. This experience in the entertainment industry provides him with a distinct perspective. He is also a supporter of community organizations like Didi Hirsch.

His career path is highly unique, having moved from developing comedy pilots in Hollywood to creating retirement income strategies for his clients.

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Experience
17 Years
Current Role
Wealth Management Advisor
Job Level
Senior
Location
Los Angeles, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brad cares about

Retirement Planning
As a Retirement Income Certified Professional (RICP), his expertise is in creating long-term financial strategies to ensure clients meet their retirement goals.
Client Relationships
His posts emphasize personal interaction and reliability, stressing the importance of doing what you say you will do for clients.
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Career

Work history

6-2015
Wealth Management Advisor
Northwestern Mutual
1-2010
Financial Advisor
Northwestern Mutual
9-2007 - 3-2009
Vice President
Hotplate Prods
Executive Director of TV Development
3 Arts Entertainment
Manager, Comedy Development
Twentieth Century Fox Television
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1993 - 1997
B.S.
Syracuse University
RICP
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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