Bart Ketterling, EA

For more than 30 years, Bart has been helping Ventura County families not only meet their financial goals, but harmonize the relationship between their finances and their lives.

Beginning in the field of taxation in the late 1980s and transitioning into the financial services industry in 1998, Bart had a vision early on to provide high-quality, unmatched service to every client. This vision has been realized, as Bart provides industry-leading tax and retirement planning guidance. His extensive knowledge of tax issues has given him a distinct advantage in crafting personalized financial plans.

After graduating from Azusa Pacific University with a bachelor's degree, Bart earned his MA in sociology with an emphasis in marriage and family counseling. Bart holds the FINRA Series 7, 63, and 66 securities registrations and is a licensed life and disability insurance agent. He is an Investment Adviser Representative and enrolled agent.

Bart and his wife, Judy, have lived in Ventura for more than 40 years. They have three children and five grandkids. An avid bicyclist and dirt biker, Bart enjoys being out in nature. He is also very active in his church with volunteering and leadership roles, including teaching financial classes. He is an active member of the Channel Island's Society of Enrolled Agents. Bart's commitment to integrity can be seen through his tireless work ethic and strong family values.