Meet Our Team
Our team is committed to helping you meet all your financial goals. We bring decades of experience to each conversation – helping you meet your short term, long term, and legacy goals.
Richard Bertain
- CIMA
- CFP
- Managing Partner
Richard Bertain
- CIMA
- CFP
- Managing Partner
Richard V Bertain Jr has been successfully providing sound financial advice to his clients since 1983. Richard earned a Bachelor's degree in Business Administration, Finance at California State University, Northridge. Richard is a CERTIFIED FINANCIAL PLANNER™ practitioner. Richard also earned his Certified Investment Management Analyst® (CIMA®) designation through The Wharton School in conjunction with the Investment Management Consultants Association.
Richard is active in his community having served as President of the Burbank Civitan Club, 1997 Chairman of the Burbank Chamber of Commerce, & as a Boy Scouts Assistant Scoutmaster. He is also a lifetime Member of the National Eagle Scout Association. Richard enjoys spending time with his children, Jessica, Jonathan, Jordan, & Jackson, and his grandchildren, Dillon & Olivia. He and his wife, Kellie, reside in Burbank.
Education
California State University, Northridge, Bachelor's degree in Business Administration and Finance
Credentials
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
CA Insurance License #0648723
Richard is active in his community having served as President of the Burbank Civitan Club, 1997 Chairman of the Burbank Chamber of Commerce, & as a Boy Scouts Assistant Scoutmaster. He is also a lifetime Member of the National Eagle Scout Association. Richard enjoys spending time with his children, Jessica, Jonathan, Jordan, & Jackson, and his grandchildren, Dillon & Olivia. He and his wife, Kellie, reside in Burbank.
Education
California State University, Northridge, Bachelor's degree in Business Administration and Finance
Credentials
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
CA Insurance License #0648723
Contact
David Escobar
- CFP
- Managing Partner
David Escobar
- CFP
- Managing Partner
David Escobar is a Managing Partner of Bertain Escobar Wealth Management. In addition, David is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a graduate of Loyola Marymount University with a Bachelor of Science degree in Accounting.
David is active in his community, having served as a Board member on Leadership Burbank, the Kid's Community Dental Clinic, and Burbank YMCA. David enjoys traveling with his family and attending his children’s baseball and softball games. David and his wife, Sarah spend their free time with their sons, Benjamin & Jacob, and daughter, Liliana.
Education
Loyola Marymount University, Bachelor of Science degree in Accounting
Credentials
CERTIFIED FINANCIAL PLANNER™
CA Insurance License #0D97014
David is active in his community, having served as a Board member on Leadership Burbank, the Kid's Community Dental Clinic, and Burbank YMCA. David enjoys traveling with his family and attending his children’s baseball and softball games. David and his wife, Sarah spend their free time with their sons, Benjamin & Jacob, and daughter, Liliana.
Education
Loyola Marymount University, Bachelor of Science degree in Accounting
Credentials
CERTIFIED FINANCIAL PLANNER™
CA Insurance License #0D97014
Contact
Taylor Moore
- CFP
- Financial Advisor
- Associate Vice President
Taylor Moore
- CFP
- Financial Advisor
- Associate Vice President
Taylor is a Financial Advisor and Associate Vice President with the Bertain Escobar Wealth Management team in Burbank, CA. Taylor joined Bertain Escobar Wealth Management in 2016. He earned the CERTIFIED FINANCIAL PLANNER™ Professional designation in 2021. Taylor graduated from the University of Redlands with a Bachelor's of Science in Economics, with an emphasis in Finance and holds the Series 7, 66 securities licenses.
He and his wife, Krystal, live in Pasadena and enjoy summer days at the beach, playing golf, and volunteering at local non-profits.
Education
University of Redlands, B.S., Economics
Credentials
CERTIFIED FINANCIAL PLANNER™
Series 7, 66 securities licenses
CA Insurance License #4071852
He and his wife, Krystal, live in Pasadena and enjoy summer days at the beach, playing golf, and volunteering at local non-profits.
Education
University of Redlands, B.S., Economics
Credentials
CERTIFIED FINANCIAL PLANNER™
Series 7, 66 securities licenses
CA Insurance License #4071852
Contact
Jordan Bertain
- Financial Advisor
Jordan Bertain
- Financial Advisor
Jordan Bertain is a Financial Advisor with Bertain Escobar Wealth Management, having joined the team in 2023. He graduated from Texas Christian University with a bachelor’s degree in Business Administration, majoring in Finance. Jordan holds the Securities Industry Essentials, Series 7, Series 66 and Series 63 licenses. He has continuously demonstrated his unwavering dedication and commitment to clients. Residing in the Dallas, Texas area, Jordan finds enjoyment in fishing, golf, and spending quality time with his family.
Education
Texas Christian University, Bachelor of Science degree in Business Administration
Credentials
Securities Industry Essentials, Series 7, Series 66 and Series 63
Education
Texas Christian University, Bachelor of Science degree in Business Administration
Credentials
Securities Industry Essentials, Series 7, Series 66 and Series 63
Contact
Patricia Davila Preciado
- CRPS
- Senior Registered Client Associate
Patricia Davila Preciado
- CRPS
- Senior Registered Client Associate
Patricia joined Bertain Escobar Wealth Management in 2003. She holds the FINRA licenses series 7 and 66. In addition, Patricia is a Chartered Retirement Plans Specialist® (CRPS®). She earned her Bachelor's Degree in Business Administration with an option in Finance from California State University of Northridge.
She currently resides in Ontario, CA with her husband Juan and daughter Sienna.
Education
California State University of Northridge, Bachelor's Degree in Business Administration with an option in Finance
Credentials
Chartered Retirement Plans Specialist®℠
She currently resides in Ontario, CA with her husband Juan and daughter Sienna.
Education
California State University of Northridge, Bachelor's Degree in Business Administration with an option in Finance
Credentials
Chartered Retirement Plans Specialist®℠
Contact
Michele Rodriguez
- Branch Manager
Michele Rodriguez
- Branch Manager
Michele has worked with Richard since 1991. She holds the FINRA licenses series 7, 9, 10, 31, 63, and 66. Having worked 30+ years in the financial services industry, Michele has a great depth of understanding on client service matters.
She currently resides in Glendora with her husband Adam, and enjoys spending time with their children, Serena and Kevin, and grandson Ryan.
Credentials
Series 7, 9, 10, 31, 63, and 66
She currently resides in Glendora with her husband Adam, and enjoys spending time with their children, Serena and Kevin, and grandson Ryan.
Credentials
Series 7, 9, 10, 31, 63, and 66
Contact
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