Brian Stertzer

Certified Financial Planner/Certified Public Accountant Brian Stertzer maintains more than 35 years of experience in the financial and business development fields. Involved with Columbus, Ohio-based WealthStone, Inc., on and off since 1983, he helped launch the boutique wealth manager’s asset manage…

Managing Director, Asset Management WealthStone, Inc. Columbus, OH Hilton Head, SC Oct 1, 1983-Present Responsibilities: Directing asset management team in all aspects of portfolio management. Strategic asset allocation, tactical asset allocation and securities selection. Achievements: Serving o…