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Nicholas B

ChFC®, Series 66

Eureka, CA

Redwood Coast Financial Partners

Nicholas Bertell is a ChFC®-designated financial advisor at Redwood Coast Financial Partners with 19 years of industry experience. He has worked at firms including Morgan Stanley and Cetera Advisor Networks. Bertell is also a member and ritual leader of the Humboldt Masonic Lodge, where he participates in community volunteer work and social event planning. Redwood Coast Financial Partners provides portfolio management services to individuals, pension plans, and corporations, emphasizing modern portfolio theory and long-term trading. The firm manages primarily non-discretionary accounts using diversified investments and maintains a high client load relative to its two-advisor structure.

Passive / index investing
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John H

Series 63, Series 65

Eureka, CA

Redwood Coast Financial Partners

John Hudson is a financial advisor at Redwood Coast Financial Partners in Eureka, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and Summit Brokerage Service, Inc. Outside of his advisory role, Hudson is an editor and player of the Geckos and Grottos DND podcast. Redwood Coast Financial Partners provides ongoing portfolio management to individuals, pension and profit-sharing plans, and corporations, using an investment approach based on modern portfolio theory and long-term trading. The firm manages portfolios primarily consisting of mutual funds, ETFs, equities, fixed income, and options, and sponsors a wrap-fee program while conducting regular account reviews.

Passive / index investing
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