Broker Check
Barbara Bertrand, CLU®

Barbara Bertrand, CLU®

Financial Paraplanner

Born and raised in the Capital District, Barbara resides in Troy with her husband and two children. Barbara’s husband is a Lieutenant for the City of Troy Fire Department. Barbara has been in the financial services industry since 1999.

By partnering with Keystone Financial Management, a local firm with national resources, she has united with a company which shares her family values, and supports her vision.

3 Letters That Mean So Much

Barb acquired her CLU® designation from The American College of Financial Services. The Chartered Life Underwriter® is one of the oldest, most respected credentials in the financial services industry. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics and professionalism. 

Barb also is Series 6, 63 and 65 licensed.