Carter Bertelsen, CFP®

With several years of experience driving excellence in operations and client experience, Carter is responsible for prompt client response and client satisfaction. Carter manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.

Carter’s prior experience was in operations and trading prior to joining Parkside Advisors as an associate, where he managed the firm’s portfolio management processes, prior to its acquisition by NorthRock.

Professional Designations & Associations

-Bachelor of Arts in Economics | San Jose State University
-Certificate in Personal Financial Planning from the University of California, Berkeley Extension
-Certified Financial Planner Professional (CFP^®)