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Philippe Robert Oertle

Catalina Capital Group, LLC

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About Philippe Robert Oertle

Philippe Robert Oertle is a financial advisor in Torrance, California and has been in the industry since 2006. Philippe has a Series 7 and Series 66 license, as well as the Chartered Financial Analyst designation. Philippe has experience working at Citigroup Global Markets Inc., Citicorp Investment Services, First Foundation Advisors, and is currently registered with Catalina Capital Group, LLC. Philippe provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Philippe Oertle is currently registered with Catalina Capital Group, LLC. Catalina Capital Group, LLC is an investment advisor headquartered in Torrance, CA. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension/profit sharing plans. The firm manages approximately $629.59 million in regulatory assets.
Catalina Capital Group, LLC

2601 AIRPORT DRIVE

TORRANCE, CA 90505

$629.59M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philippe Oertle’s Registration & Firm History

CA

08/25/2016 - Present

Catalina Capital Group, LLC (TORRANCE CA)

CA

05/29/2007 - 08/09/2012

CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)

CA

10/26/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Philippe Robert Oertle. Review regulatory record here.
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