North Berkeley Wealth Management

North Berkeley Wealth Management management

North Berkeley Wealth Management employs 14 employees. The North Berkeley Wealth Management management team includes
Katherine Campbell King, Cfp® (She/Her)
Katherine Campbell King, Cfp® (She/Her)
Partner, Chief Investment Officer At North Berkeley Wealth Management, Llc
0 0
General (3)
Dan Nakahara
Dan Nakahara
Business Manager
6 6
Finance (2)
Brian Kozel, Cfp®
Brian Kozel, Cfp®
Partnering With Bay Area Families On Personalized Financial Planning And Portfolio Management.
0 0
Operations (1)
Jim Sertich
Jim Sertich
Operations Research Analyst At North Berkeley Investment Partners
3 2

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