Bethesda Financial Advisors, LLC

Chris Bettencourt is a CFP® professional with 16 years of experience, currently serving at Bethesda Financial Advisors, LLC since 2014. He previously worked at Bancstar Mortgage, LLC for 17 years and holds licenses as a life, annuity, and health insurance agent. Outside of financial advising, he is a licensed loan officer with Bancstar Mortgage, active in Maryland, Virginia, and Washington, DC. Bethesda Financial Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of passive core allocations and active tactical strategies tailored to client risk tolerance and goals. The firm typically constructs diversified portfolios including mutual funds, ETFs, equities, and fixed income, and conducts at least annual account reviews.

Casey Bettencourt is a CFP® at Bethesda Financial Advisors, LLC with one year of industry experience. Prior to joining Bethesda Financial Advisors, Casey worked at Clarendon Wealth Management and Gartenhaus Wealth Management. Outside of finance, Casey teaches yoga classes twice per week as a CorePower Yoga instructor. Bethesda Financial Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning, typically using a combination of mutual funds, ETFs, equities, fixed income, and select non-U.S. securities. The firm applies modern portfolio theory with a core passive allocation supplemented by active tactical adjustments tailored to each client’s risk tolerance and goals.