Wells Fargo Advisors
43yrs
Top 2% by experience in New Jersey
43yrs
Richard Gustave Bertsch
Financial advisor at Focus Wealth Advisors
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Ocean City
OfficeOcean City, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Focus Wealth Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2005 – nowFocus Wealth Advisors LLCCurrent firm
- 2003 – 2006Focus Financial Group Inc.Previously
Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Richard
How do I contact Richard?
Call Focus Wealth Advisors at 609-823-5850 and ask for Richard Gustave Bertsch. Richard works from the Ocean City, NJ office.
How long has Richard been a financial advisor?
Richard has been in the industry since 1983, about 43 years. Top advisor by experience in Ocean City.
What licenses does Richard hold?
Series 63. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Richard paid?
Focus Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Richard for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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