Molly T. Bertram

Molly T. Bertram

Senior Relationship Manager

My role as Senior Relationship Manager is to support our Advisors and Client Service staff to ensure we meet the day-to-day needs of our clients and prospective clients. My goal is to provide you with a first-class experience with our firm and make your interaction with Cal Cap as smooth as possible.

As your Relationship Manager, I assist your primary advisor in developing an investment and financial plan tailored to your unique situation and goals. We may be in contact about topics ranging from account paperwork to collecting financial planning data and discussing your advisor’s recommendations.

Additionally, I am your main contact for our Cal Cap technology platforms. If you have questions about your Cal Cap, Schwab Alliance, or GPS portal – whether it’s understanding what information will optimize your experience or how to navigate – I am your go-to.

I joined California Capital Management in 2017. Currently, I am pursing my bachelor’s degree in Business Financial Planning at Arizona State University. Following my graduation, my goal is to obtain my CERTIFIED FINANCIAL PLANNER® designation.

In my free time, I enjoy going to brunch with my friends and exploring new hiking trails.