Bret Schertz, CFP®
Senior Vice President & Financial Advisor, Senior PIM Portfolio Manager
As a Senior Vice President at Seventy2 Capital, Bret helps create financial security and confidence for individuals and their families. He does this by providing clients with a high level of service that often exceeds expectations, providing a customized approach to managing the wealth of each unique client and their circumstances. His use of customized wealth plans allows him to help each client reach their short and long-term financial goals.
Prior to joining Seventy2 Capital, Bret gained over 20 years of experience in the financial services industry working with firms including Ferris Baker Watts Inc. and RBC Wealth Management. He was also appointed by the Maryland Insurance Administration and was selected to be a member of RBC’s Consulting Group.
Outside of work, Bret enjoys spending time with his wife and three children. Bret earned his bachelor’s degree in Economics from University of Maryland Baltimore County. Additionally, Bret’s dedication to his clients is seen further through his CERTIFIED FINANCIAL PLANNER® designation.
Location: Hunt Valley