North Berkeley Wealth Management

    OverviewSuggest Edit

    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.

    TypePrivate
    Founded2005
    HQBerkeley, US
    Websitenorthberkeleywealth.com

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Sept 2020)11
    Cybersecurity ratingAMore

    Key People/Management at North Berkeley Wealth Management

    Brian Kozel

    Brian Kozel

    Partner, Lead Advisor
    James Wilson

    James Wilson

    Director, Client Experience
    Kate Campbell King

    Kate Campbell King

    Partner, Chief Investment Officer
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    North Berkeley Wealth Management Office Locations

    North Berkeley Wealth Management has an office in Berkeley
    Berkeley, US (HQ)
    900 Colusa Ave #201
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    North Berkeley Wealth Management Financials and Metrics

    Summary Metrics

    Founding Date

    2005

    North Berkeley Wealth Management Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    98/100

    SecurityScorecard logo

    North Berkeley Wealth Management Online and Social Media Presence

    Embed Graph

    North Berkeley Wealth Management Blogs

    Important but not (yet) Urgent

    We rarely know when our estate plan will become urgent. And all too often, “later” comes too late.The post Important but not (yet) Urgent appeared first on North Berkeley Wealth Management.

    Grief, Hindsight, and Hope

    Monday Moment Grief, Hindsight, and Hope   Grief As seemingly everything shifts virtual, we are all trying to keep functioning in our lives, to manage radical transformation in work, finances, and family relationships, and keep our spirits up.  We are full of activity, full of worrying, with adrena…

    One Step Forward

    Friday Reflections One Step Forward   As we head into this spring weekend, there appear to be green shoots in a lot of areas. Hospital admissions for the coronavirus are slowing in some of the worst hit areas, the Fed has come out with another package of liquidity support valued at $2.3T, and the [.…

    Living the Dream?

    Monday Moment Living the Dream?   So much about our daily lives has turned topsy-turvy due to the coronavirus pandemic. Every time you consider one of your usual activities - getting your hair cut, visiting a friend in person, or attending an event at a favorite music venue - you wonder, when will …

    The Many-Minded Market

    Market Commentary | April 2020 The Many-Minded Market "To be interested in the changing seasons is a happier state of mind than to be hopelessly in love with spring." – George Santayana[1] Success is too often portrayed as the triumph of single-minded heroes.[2]  Whether business, biomedical resea…

    Green Bonds: Impact Highlights Report

    In our inaugural Impact Highlights Report, we look at one practice of engagement used by mutual funds to create change within companies on Environmental, Social, and Governance (ESG) issues. Direct dialogue of a mutual fund with the companies in which they invest can be a powerful tool for encouragi…
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    North Berkeley Wealth Management Frequently Asked Questions

    • When was North Berkeley Wealth Management founded?

      North Berkeley Wealth Management was founded in 2005.

    • Who are North Berkeley Wealth Management key executives?

      North Berkeley Wealth Management's key executives are Brian Kozel, James Wilson and Kate Campbell King.

    • How many employees does North Berkeley Wealth Management have?

      North Berkeley Wealth Management has 11 employees.

    • Who are North Berkeley Wealth Management competitors?

      Competitors of North Berkeley Wealth Management include Earth Equity Advisors, Clean Yield Asset Management and Greentech Capital Advisors.

    • Where is North Berkeley Wealth Management headquarters?

      North Berkeley Wealth Management headquarters is located at 900 Colusa Ave #201, Berkeley.

    • Where are North Berkeley Wealth Management offices?

      North Berkeley Wealth Management has an office in Berkeley.

    • How many offices does North Berkeley Wealth Management have?

      North Berkeley Wealth Management has 1 office.