Bryan Bertani bio headshot

Bryan Bertani,

CFP® Financial Planner

Bryan is in his 14th year in the industry and holds the CERTIFIED FINANCIAL PLANNER® certification. His favorite part about his role is how rewarding it is. “Because our team serves a smaller number of households, we have the opportunity to build close relationships with our clients and their families. They rely on us for guidance during some of life’s biggest decisions, and we help them navigate through these moments so they can make informed and confident choices,” said Bryan. In addition to being a CFP® professional, he holds his series 6, 7, 63, 66, and life & long-term care insurance contract designations.

Bryan has enjoyed getting more involved in Joliet, a community his family has been a part of and served for close to 100 years. He attended school in Coal City before heading to Valparaiso University where he earned his Bachelor of Science Degree in International Business. During his junior year, he studied abroad for a semester in Cambridge, England. It was during this time that he developed an interest in traveling, as he met many amazing people while exploring parts of England, Germany, Austria, Italy, Spain, Ireland, and Amsterdam. Bryan is currently a board member of Will & Grundy County Habitat for Humanity and a member of the Joliet Bourbon Club.

Bryan is married to his wife, Brittany, who is a special education teacher in the Channahon school district. Along with teaching, she’s also the head coach for the junior high track team, and assistant coach for cross country and girls' volleyball. Her favorite part of coaching is the comradery with the kids while seeing them grow and succeed. They’ve accomplished a lot together, placing in the state tournament in all 3 sports between team and individual events, as well as several individual and team state championships.

Born and raised on the Kankakee River in the Wilmington/Coal City area, Bryan now lives there with Brittany, where summers always consist of boating, swimming, water skiing, golfing, and hangouts with friends, family, and their Mini Aussie, Rigby. Additionally, several years back, Bryan was proud to compete in two Ironman 70.3 races, including the SuperFrog Ironman 70.3 in Coronado, California, a benefit to help raise money for the Navy Seal Foundation.