Molly T. Bertram

Molly T. Bertram

Relationship Manager

My role is to provide you with a first-class experience with our firm and make your interaction with Cal Cap as smooth as possible. I am here to complement your advisor and provide support for him or her. I may be the second chair on your service appointments, documenting our conversation and agreed upon next steps.  My goal is to build a relationship with you while building my knowledge of all aspects of our firm and the financial planning advice and service we offer.

I am the best person to contact when you have questions about any of our online platforms, including our Cal Cap Portal, Schwab Alliance and GPS. Whether it’s understanding what information will optimize your use of our technology or how to navigate one of these platforms, I am your go-to.

I joined California Capital Management in 2017. Prior to joining Cal Cap, my professional experience was mainly administrative. I am excited to have the opportunity to learn the ins and outs of this industry I have chosen as my long-term career. My goal is to progress my career with Cal Cap while pursing my bachelor's degree in Business.

I grew up locally in La Crescenta and played water polo throughout my high school career. In my free time I like to stay active by hiking the hills around my home and relaxing at the beach.