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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.
Check the background of this investment professional on FINRA’s BrokerCheck.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19
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