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BARTLEY CORFEE
Corfee & Associates / Bartley A. Corfee, ChFC provides investment management utilizing Third Party Asset Managers, Stocks, Bonds, Exchange Traded Funds and Mutual Funds. We specialized in customized portfolio design relative to each clients specific needs and objectives. We work on an appointment basis only.
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Work Experience
Owner
Corfee & Associates
10/1988 - Present
Corfee & Associates
10/1988 - Present
Registered Representative
R.W. Baird & Company
1997 - 2001
R.W. Baird & Company
1997 - 2001
Registered Representative
Connecticut Mutual / Mass Mutual
1997 - 1988
Connecticut Mutual / Mass Mutual
1997 - 1988
Consulting Services Registered Representative
E.F.Hutton & Company
1988 - 1985
E.F.Hutton & Company
1988 - 1985
Director of Sales / Investment Management
Tuttle & Noroian Company
1985 - 1983
Tuttle & Noroian Company
1985 - 1983
Registered Representative
Sutro & Company
1983 - 1980
Sutro & Company
1983 - 1980
Education
California State University at Sacramento, 1978
Bachleors of Science - Accounting
Accounting / Finance / Real Estate
Bachleors of Science - Accounting
Accounting / Finance / Real Estate
Sacramento City College, 1980
Associate Arts - Accounting
Accounting
Associate Arts - Accounting
Accounting
American College, 1989
Chartered Financial Consultant
Financial Planning / Business Owner Finance
Chartered Financial Consultant
Financial Planning / Business Owner Finance
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