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North Berkeley Wealth Management

North Berkeley Wealth Management Summary

Company Summary

Overview
North Berkeley Wealth Management (also known as North Berkeley Investment Partners) is a company that provides financial planning and investment management. It focuses on client needs without conflicts of interest endemic in many other advisory relationships.
Type
Private
Status
Active
Founded
2005
HQ
Berkeley, CA, US | view all locations
Website
https://northberkeleywealth.com/
Cybersecurity rating
Sectors

Key People

  • Brian Kozel

    Brian Kozel, Partner, Senior Advisor

  • Kate Campbell King

    Kate Campbell King, Partner, Chief Investment Officer

  • James Wilson

    James Wilson, Director, Client Experience

  • Sam Wood-Bednarz

    Sam Wood-Bednarz, Partner, Senior Advisor

LocationsView all

1 location detected

  • Berkeley, CA HQ

    United States

    900 Colusa Ave #201

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