Patrick Bertenshaw

CFP

Mr. Bertenshaw is a CERTIFIED FIANNCIAL PLANNER™ and Financial Consultant with A.G. Edwards & Sons, Inc. in Phoenix, Arizona With more than 10 years experience, extensive licensing, certification, and continuing professional education requirements, he provides customized, comprehensive retirement, investment and estate planning to individuals, fiduciaries and nonprofit organizations. Mr. Bertenshaw graduated with a B.A. in finance from the University of Arizona and earned his CFP® designation from the College for Financial Planning. Prior to joining A.G. Edwards, he worked with the Wealth Management and Trust Services division for two major banking institutions. Mr. Bertenshaw teaches wealth management classes for Arizona State University – Lifelong Learning and the Maricopa Community Colleges. He has been a quest speaker for the Governors Conference on Aging, the Arizona Society of CPAs, the Maricopa County Bar Association and the Arizona Fiduciary Association. Mr. Bertenshaw also appears as a regular guest on the CBS/KPHO Morning News where he discusses the economy and financial markets.