James Bertucci, CFP®

Partner
Retirement Planning Specialist

Phone: 847-454-0230
Fax: 847-454-0235
E-mail: jbertucci@stonebridgeadvisor.com
 

As a financial professional and active member of the Arlington Heights, Illinois community, I am dedicated to helping individuals and businesses build their financial futures.

Since the beginning of my career in 1988, I have regularly attended industry training and certification programs, to stay on top of my field and develop my professional skills. This includes completing the curriculum and passing the rigorous exams for the:

• CERTIFIED FINANCIAL PLANNER^TM professional (CFP®)
• Chartered Financial Consultant (ChFC) professional designation of the American College
• Chartered Life Underwriter (CLU) professional designation of the American College
• FINRA registrations: Series 6, Series 7, Series 63 and Series 65
• Wharton Certificate in Retirement Planning*  

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Next, by working together, we can formulate a strategy to help you work toward your goals. Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Network and its insurance agency subsidiaries, I’ll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:  

• Arlington Heights Heart of Gold "Good Neighbor" Award Recipient
• Board Member and Past President, Arlington Heights Dollars for Scholars
• Board Director and past President, Arlington Heights Crime Stoppers
• Member of the Arlington Heights Chamber of Commerce and past Vice President and Board Director
• Member and past Board Director, Arlington Heights Rotary Noon Club
• Past President and past Board Director, Arlington Heights Board of Library Trustees
• Member of the Arlington Heights Historical Society and past Vice President and Board Director
• Member of the Financial Planning Association
• Charter member of P.A.C.E. (Professional Association in Continuing Education)

My wife Carol and I live in Arlington Heights with our two children. Thanks for visiting.

CFP® and CERTIFIED FINANCIAL PLANNER^TM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania