Advisor at Stonebridge Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stonebridge Financial Group
Location
San Rafael, CA 94903
Credentials
Series 66
Industry experience
18 years
Roberta Bechtel is a financial advisor at Stonebridge Financial Group with 18 years of industry experience. She holds the Series 66 designation and previously worked at Blair Martin, Equitable Advisors, and Great West Life & Annuity Insurance Company. Outside of her advisory role, she is a trustee of a personal trust and owns an Airbnb property in San Francisco. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and employer plan sponsors. The firm employs a range of investment strategies and securities, including discretionary portfolio management and retirement plan consulting, and may recommend third-party independent managers through program platforms.
Based on Stonebridge Financial Group
Financial Consulting fees up to $50,000 per engagement, fixed as detailed in Consulting Agreement
Up to 1.5% annually, charged quarterly in advance based on AUM at quarter end
100 Smith Ranch Road, Suite 112
San Rafael, CA 94903
California
Stonebridge Financial Group, LLC
2026 - Present (1 year)
Blair Martin, Equitable Advisors, LLC
2021 - 2026 (5 years)
Equitable Advisors
2021 - 2026 (5 years)
Unemployed
2020 - 2021 (1 year)
Gwfs Equities Inc/Great West Life & Ann Ins Co
2010 - 2020 (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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