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Katherine Campbell King, Cfp® (She/Her) is listed as Partner, Chief Investment Officer at North Berkeley Wealth Management, LLC at North Berkeley Wealth Management, a company with 11 employees, based in Berkeley, California, United States. AeroLeads shows a matched LinkedIn profile for Katherine Campbell King, Cfp® (She/Her).
Katherine Campbell King, Cfp® (She/Her) previously worked as Partner, Chief Investment Officer at North Berkeley Wealth Management and Independent Financial Advisor at Self-Employed. Katherine Campbell King, Cfp® (She/Her) holds Ma, Cultural Anthropology from University Of California, Berkeley.
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Katherine Campbell King, Cfp® (She/Her) is a Partner, Chief Investment Officer at North Berkeley Wealth Management, LLC at North Berkeley Wealth Management. They possess expertise in financial advisory, financial planners, ethical legacy, other retirement accounts, retirement planning and 18 more skills. They is proficient in Chinese, Spanish.
Listed skills include Financial Advisory, Financial Planners, Ethical Legacy, Other Retirement Accounts, and 19 others.
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A career timeline built from the work history available for this profile.
1820 Solano Avenue, Berkeley, CA
North Berkeley Wealth Management is an independent investment advisory firm that provides investment management and financial planning services to families, individuals, trusts, and foundations.North Berkeley Wealth Management is an SEC registered Investment Advisory firm.
San Francisco Bay Area
Worked with individuals and families to provide comprehensive financial planning and investment portfolio management.
San Francisco Bay Area
Protected Investors of America, member FINRA and SIPC
Provided business development and business planning consulting to network of 60-75 independent financial planners.
Other employees you can reach at northberkeleywealth.com. View company contacts for 11 employees →
Brian Kozel, Cfp®
Colleague at North Berkeley Wealth Management
San Francisco Bay Area, United States
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JS
Jim Sertich
Colleague at North Berkeley Wealth Management
San Francisco, California, United States, United States
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SS
Shabana Shah
Colleague at North Berkeley Wealth Management
Oakland, California, United States, United States
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SW
Sam Wood-Bednarz, Cfp®
Colleague at North Berkeley Wealth Management
Berkeley, California, United States, United States
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JR
Jena Regan, Cfp®
Colleague at North Berkeley Wealth Management
Greater Seattle Area, United States
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DN
Dan Nakahara
Colleague at North Berkeley Wealth Management
San Francisco Bay Area, United States
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DS
Daniel Smyth, Cfp®, Cpwa®
Colleague at North Berkeley Wealth Management
Berkeley, California, United States, United States
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Graduate work in cultural anthropology with a focus in economics and gender, which turned out to be excellent background for my current.
There were many bends in the road - through work at the student paper The Daily Dartmouth, joining a co-ed fraternity, majoring first in.
At Acalanes, I ran both cross country and track, and really preferred the long distance running. I also was very involved in yearbook, and.
Quick answers generated from the profile data available on this page.
Katherine Campbell King, Cfp® (She/Her) works for North Berkeley Wealth Management.
Katherine Campbell King, Cfp® (She/Her) is listed as Partner, Chief Investment Officer at North Berkeley Wealth Management, LLC at North Berkeley Wealth Management.
Katherine Campbell King, Cfp® (She/Her) is based in Berkeley, California, United States while working with North Berkeley Wealth Management.
Katherine Campbell King, Cfp® (She/Her) has worked for North Berkeley Wealth Management, Self-Employed, and Protected Investors Of America.
Katherine Campbell King, Cfp® (She/Her)'s colleagues at North Berkeley Wealth Management include Brian Kozel, Cfp®, Jim Sertich, Shabana Shah, Sam Wood-Bednarz, Cfp®, and Jena Regan, Cfp®.
You can use AeroLeads to view verified contact signals for Katherine Campbell King, Cfp® (She/Her) at North Berkeley Wealth Management, including work email, phone, and LinkedIn data when available.
Katherine Campbell King, Cfp® (She/Her) holds Ma, Cultural Anthropology from University Of California, Berkeley.
Katherine Campbell King, Cfp® (She/Her) is listed with skills including Financial Advisory, Financial Planners, Ethical Legacy, Other Retirement Accounts, Retirement Planning, Portfolio Management, Ira, and Investments.
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