TONY BERTOCCHINI is a Registered Representative and a Life Insurance Agent. Tony joined Diversified Investment Services, Inc. in 2002. After graduation from the University of San Diego with a Bachelor’s Degree in Business Administration, he went on to work at Robertson Stephens Investment Bank and UBS PaineWebber. As a sales associate at both firms, he specialized in restricted stock sales and other securities transactions for high net worth individuals.

At Diversified Investment Services, Inc., Tony works with individuals helping them sort through their financial affairs, as well as small business owners, designing pension and retirement plans customized to meet the specific desires of each employer. His commitment to exceptional service and his focus on each individual’s goals and needs continues to be the focal point of his business practice. He is currently registered in California, Nevada, and Minnesota.

“I approach each client individually, focusing on their specific needs and ensuring that both their short term and long term goals are taken into consideration before making any recommendation. As your financial consultant, it is my top priority to ensure you are comfortable with all aspects of your financial program and that I am available to answer any questions you may have. Many times clients are overwhelmed with trying to invest for their children’s education, save for retirement, deal with inherited wealth, and other unexpected life changes. I work closely with each client, striving to make these decisions seem less like burdens and more like achievable goals.” – Tony Bertocchini

Tony resides in Foothill Ranch with his wife Allie and son Charlie. Outside of Diversified Investment Services, Inc. he enjoys cycling, tennis, and competing in Triathlons.

Email Tony Bertocchini at: Tonyb@disinc.net

CA Insurance License #0E52655