Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Keeping Perspective In Volatile Markets - A NetVEST Forum Event (IN-PERSON & also via ZOOM)

April 20, 2023 3:00p - 4:00p Pacific Standard Time

NetVEST Financial LLC

News Headlines. Speculations. Bank Closures. Market Turbulence. Is the sky falling? Darin Ruiz from Brighthouse Financial brings us a little clarity about behavioral investing, and the benefits of keeping perspective in these challenging times.

A Balanced Approach To Investing

February 1, 2023 3:00p - 4:00p US Mountain Standard Time

NetVEST Financial LLC

Topics Include: What is a Balanced Portfolio? Overview of equity and fixed income markets Why 60/40? 2022 year in review Why Congress Balanced? Q&A

2022 Client Appreciation Party ~ Sugarplum's Confection Shoppe

December 3, 2022 12:00p - 3:00p US Mountain Standard Time

The Capital Grille Scottsdale

Calling the sweetest clients in all the land (ours)! We cherry cordial-ly invite you to an afternoon filled with candy confections and delights as we celebrate the holiday season and show our appreciation for our NetVEST Family! Please click on the gold verbiage to the left to view the invite! Please note: * We need full names and spellings of all guests that are not NetVEST clients! *For seating capacity considerations, this year we kindly request that COUPLES refrain from bringing non-client guests. Please feel free to reach out to us for any further clarification or questions regarding guests....thank you!

2021 Holiday Client Appreciation Party ~ Walking In A Winter Wonderland

December 11, 2021 12:00p - 3:00p US Mountain Standard Time

Capital Grille Scottsdale

A Festive, Winter-Themed Luncheon with Entertainment in your Honor...

Navigating Medicare

September 23, 2021 3:00p - 4:00p US Mountain Standard Time

NetVEST Financial, LLC

In our ongoing effort to provide the highest level of service and value to our clients, we are pleased to announce that NetVEST is now appointed with the largest provider of Medicare Supplemental and Medicare Advantage Plans. To launch our new services, we cordially invite you to this informative event!

Experience Matters

NetVEST Financial, LLC is an independent wealth and estate management firm located in Scottsdale, Arizona. Please click on the following links to view the principles that are important to our firm:

Featured Team Member

John M. Cartolano (founder)

NetVEST Financial LLC is owned and operated by founder John M. Cartolano. A veteran in the financial services industry, John has been providing tax-advantaged investment, financial, retirement, & estate planning strategies and services...

Jayson C. Walker, Sr.

As NetVEST’s Executive Vice President, Jayson Walker Sr. uses his extensive knowledge and experience in retirement planning, investments, family wealth preservation, estate planning, long term care and insurance. His goal is to...

Kristi Cartolano

With nearly two decades of experience in marketing, sales management, and project development, Kristi Cartolano brings a creative mind to the NetVEST table. She serves as NetVEST’s Director of Marketing as well as Estate Planning...

Hermila Hurtado

As NetVEST’s Client Service Manager, Hermila (Hermy) Hurtado is responsible for enhancing our client experience by working closely with the marketing and operations departments. She has been a presence at NetVEST since 2007 and...

Andrea Sandry

Andrea Sandry re-joined the operations department in 2011 after a several-year hiatus and serves as NetVEST’s Administration & Technology Director. In addition, to her role as NetVEST’s internal accountant she also handles...

Michael Cartolano

Michael Cartolano joined NetVEST in 2012. As an Account Executive, Michael takes a comprehensive approach to wealth management for his clients that includes developing personalized strategies aimed at accumulating & protecting wealth,

Sue Shannon

As NetVEST’s Tax Planning Coordinator Sue Shannon works primarily with Mr. Cartolano and Mr. Walker in the executive department of the firm. Sue obtained a bachelor’s degree in Management and...

Tamra Schertzer

With over twenty years in the customer service industry, Tamra Schertzer joined NetVEST in 2017 as our Director of First Impressions. Prior to NetVEST, she spent time in multiple managerial positions, where her duties focused on client...

Kelly Carlsen

Kelly Carlsen joined NetVEST in August of 2012 with a diverse background in financial services, management and as an entrepreneur. Before NetVEST, Kelly applied her sixteen years of financial services management skills at Bradley...

Elvio Scaramella

Elvio Scaramella joined NetVEST in 2019, bringing with him over 20 years of experience in the financial industry. As Managing Director of Business Development at NetVEST, Elvio oversees and specializes in business production strategies...

Verene Cartolano

Verene joined NetVEST in 2016 as a part time employee. As Chief Barketing Assistant, she ensures that everything that needs barked at gets barked at. Sometimes repeatedly. As our Morale Director she enjoys lifting people's spirits by...

Eric Dye

Eric Dye is NetVEST’s Director of Client Relations. Prior to joining NetVEST in 2019, Eric utilized his 30+ years of experience in the financial services industry at various firms, including JP Morgan/Chase, Financial Engines,...

Karen Perry

Operations Assistant Karen Perry joined NetVEST in 2021 with nearly three decades of experience in client services. Prior to joining the team, Karen utilized her managerial, organizational, and administrative skillset as a wholesale...

Trent Van Kempen

Trent Van Kempen joined NetVEST as an Operations Assistant in 2021. He earned his degree in Business Management with an emphasis in Finance & Economics from Grand Canyon University in 2018. Prior to joining NetVEST, Trent held...

Maxum Cartolano

Maxum Cartolano designated himself as a full-time employee of NetVEST. As Junior Pawsitivity Coordinator, he works in conjunction with Verene to keep staff morale high. His piercing, manly gaze, playful clodhopper goofiness, and jiggly...

Michael Ortola

Michael C. Ortola is a financial advisor with Cetera Advisor Networks and is NetVEST’s newest addition to the team. Specializing in asset management with a distinctive emphasis on cash flow, Michael possesses a talent for...