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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Richard Bertain, CIMA®, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- KY
- MA
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
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.

CA Insurance License #0648723
- California State University, Northridge, Bachelor's degree in Business Administration and Finance
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
Financial planning

Philanthropy

Exit planning

Custom portfolios

251 South Lake Avenue
10th Floor
Pasadena, CA 91101
David E. Escobar, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
David Escobar is a Senior Vice President with UBS Financial Services, Inc. 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.

CA Insurance License #0D97014
- Loyola Marymount University, Bachelor of Science degree in Accounting
- CERTIFIED FINANCIAL PLANNER™
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
Taylor Moore, CFP®

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- ID
- IL
- KY
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Taylor is a Financial Advisor with the Bertain Escobar Wealth Management team in Pasadena, 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.

CA Insurance License #4071852
- University of Redlands, B.S., Economics
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 66 securities licenses
Financial planning

Retirement planning

Estate planning strategies

Professionals

251 South Lake Avenue
10th Floor
Pasadena, CA 91101
Michele Rodriguez

Investment Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- KY
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OR
- PA
- TN
- TX
- UT
- VA
- WA
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.
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
Patricia Davila Preciado, CRPS

Client Associate Senior
View bio
- CA
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.
- California State University of Northridge, Bachelor's Degree in Business Administration with an option in Finance
- Chartered Retirement Plans Specialist℠
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Richard Bertain, CIMA®, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- KY
- MA
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
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.

CA Insurance License #0648723
- California State University, Northridge, Bachelor's degree in Business Administration and Finance
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
Financial planning

Philanthropy

Exit planning

Custom portfolios

251 South Lake Avenue
10th Floor
Pasadena, CA 91101
David E. Escobar, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
David Escobar is a Senior Vice President with UBS Financial Services, Inc. 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.

CA Insurance License #0D97014
- Loyola Marymount University, Bachelor of Science degree in Accounting
- CERTIFIED FINANCIAL PLANNER™
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
Taylor Moore, CFP®

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- ID
- IL
- KY
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Taylor is a Financial Advisor with the Bertain Escobar Wealth Management team in Pasadena, 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.

CA Insurance License #4071852
- University of Redlands, B.S., Economics
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 66 securities licenses
Financial planning

Retirement planning

Estate planning strategies

Professionals

251 South Lake Avenue
10th Floor
Pasadena, CA 91101
Michele Rodriguez

Investment Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- KY
- MI
- MN
- MO
- NC
- NE
- NM
- NV
- NY
- OR
- PA
- TN
- TX
- UT
- VA
- WA
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.
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
Patricia Davila Preciado, CRPS

Client Associate Senior
View bio
- CA
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.
- California State University of Northridge, Bachelor's Degree in Business Administration with an option in Finance
- Chartered Retirement Plans Specialist℠
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

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Let's move forward. Together.

Your primary source for financial advice

Richard Bertain, CIMA®, CFP®

David E. Escobar, CFP

Taylor Moore, CFP®

Michele Rodriguez

Patricia Davila Preciado, CRPS