At Stonebridge Financial Group, Mitch Bortolotto focuses on holistic financial planning for individuals and business owners. With the licenses, knowledge and experience he has gained with the Firm and through his role as a Regional Vice President at Equitable Advisors, he services his clients, their loved ones and their legacy with a comprehensive planning approach.
Mitch grew up in Santa Rosa, CA and obtained his degree in Business Finance from CSU Chico, graduating Magna Cum Laude. In 2014, he relocated to San Francisco, CA where he began his career as a Financial Advisor. He holds his Series 7, 66 and 24 FINRA registrations in addition to his CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant designations.
He now lives back in Santa Rosa with his wife Taylor and their 3 dogs. He loves travel, exercise, golf and wine!
California Insurance License #0K02256
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification 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.