Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As a Retirement Planning Partners client, you will have a team of professionals dedicated to helping you achieve your goals, so you’ll be able to get help whenever you need it. Together, we will help you navigate the complex, confusing, and always-changing world of financial services, providing you with the appropriate advice you need to pursue your financial goals.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Proudly working with clients over 20 years, Lenny serves as a true consultant to client relationships built on trust and integrity. He takes pride in his commitment of guiding clients through all market conditions and believes...
Brock brings 15 years of investment and retirement planning experience to LPL Financial. Brock's main objective is centered around building a comprehensive investment plan for his clients based on the goals and objectives of each...
Dodi has provided financial advice & guidance to her individual and small business clients since 2002. She had a 7 year investment career at Capital One Financial Advisors and through hard work and dedication is currently an...
Kenneth J. Bertucci, CFP®, ChFC
Managing Partner, Private Wealth Manager
Kenneth is the co-founder and managing partner of Bertucci & Labiche, Private Wealth Management, L.L.C., a member firm of Retirement Planning Partners. Kenneth began his career in the financial services industry in 1996. After spending...
Angie brings a wide range of experience to LPL Financial with a diverse background in office management, accounting, and marketing. She attended Southeastern Louisiana University where she graduated with a Bachelor of Science in...
Adam is an independent financial advisor with LPL Financial. Adam takes pride in helping clients develop a plan tailored to their needs by simplifying the process, allowing clients to make well-founded, intelligent, and confident...
Chad has been providing financial guidance for over 5 years. His unique integration of planning, protecting and transitioning wealth has allowed him to serve individuals and small businesses at Edward Jones. In joining our team, he...