James J. Bertucci, CFP®, ChFC®, RICP®


Financial AdvisorsWealth Management

About Us

James Bertucci has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded Equitable Advisors' Retirement Planning Specialist title for completing the Equitable Advisors At Retirement education program. Only a select group of Equitable Advisors financial professionals nationwide complete this elite program. James works with individuals and business owners to help them define their retirement goals and formulate strategies to help meet their unique needs and objectives.

Rep/Contact Info

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Mr. James J Bertucci
Kim Costello