Retirement Planning Specialist

My name is Jim Bertucci.  Welcome to my Web site.

As a financial professional of AXA Advisors, LLC, and active member of the Arlington Heights, Illinois community, I am dedicated to helping individuals and businesses build their financial futures.

Since the beginning of my career in 1988, I have regularly attended industry training and certification programs, to stay on top of my field and develop my professional skills.  This includes completing the curriculum and passing the rigorous exams for the following designations and registrations: 

• CERTIFIED FINANCIAL PLANNER^TM (CFP^®)
• Chartered Financial Consultant (ChFC)                                               Professional Designation of the American College
• Chartered Life Underwriter (CLU)                                                        Professional Designation of the American College
• FINRA registrations: Series 6, Series 7, Series 63 and Series 65
• Wharton Certificate in Retirement Planning

CFP ^®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)^® 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.

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients.  Rather than just recommending a hodgepodge of unrelated products, I will first consider your specific financial goals and investment objectives.  Next, by working together, we can formulate a strategy to help you work toward your goals.  Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Network and its subsidiaries, I’ll recommend the appropriate products and services to help you execute your strategy.

• Heart of Gold "Good Neighbor" Award Recipient
• Rotary Noon Club Member and Board Director 
• Chamber of Commerce Member and Past Vice President
• Dollars for Scholars Board Director and Past President
• Crime Stoppers Board Director and Past President
• Board of Library Trustees Past President and Past Treasurer
• Historical Society Past Vice President

My wife Carol and I live in Arlington Heights with our two children.

Thanks for visiting. 

Jim