Let's move forward. Together.

Team Bertain Escobar Wealth Management

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.

Your primary source for financial advice

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 Portrait

    Richard Bertain, CIMA®, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    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 Escobar Portrait

      David E. Escobar, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      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
      • Moore, Taylor Headshot

        Taylor Moore, CFP®

        Financial Advisor

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        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

          Michele Rodriguez

          Investment Associate

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          • AK
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          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
              • Davila Preciado, Patricia Headshot

                Patricia Davila Preciado, CRPS

                Senior Client Associate

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                • 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

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager