Sam Wood-Bednarz, Cfp®
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Sam Wood-Bednarz, Cfp® Email & Phone Number

Partner at North Berkeley Wealth Management
Location: Berkeley, California, United States 7 work roles 2 schools
1 work email found @northberkeleywealth.com 2 phones found area 510 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@northberkeleywealth.com
Direct phone (510) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
North Berkeley Wealth Management
Role
Partner
Location
Berkeley, California, United States
Company size
11 employees

Who is Sam Wood-Bednarz, Cfp®? Overview

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Quick answer

Sam Wood-Bednarz, Cfp® is listed as Partner at North Berkeley Wealth Management, a with 11 employees, based in Berkeley, California, United States. AeroLeads shows a work email signal at northberkeleywealth.com, phone signal with area code 510, and a matched LinkedIn profile for Sam Wood-Bednarz, Cfp®.

Sam Wood-Bednarz, Cfp® previously worked as Director, Financial Planning at North Berkeley Wealth Management and Lead Advisor at North Berkeley Wealth Management. Sam Wood-Bednarz, Cfp® holds Ba, History from Oberlin College.

Company email context

Email format at North Berkeley Wealth Management

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{first}@northberkeleywealth.com
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AeroLeads found 1 current-domain work email signal for Sam Wood-Bednarz, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sam Wood-Bednarz, Cfp®

When people think about personal finance, what often comes to mind is their investment portfolio. Yet this is only one aspect of a person’s financial life, and it’s arguably one they have the least control over. Financial decision-making is ubiquitous in our lives, ranging from which bagel to eat this morning, to which cell phone plan to consider, to which house to buy and where to send your kids to college. Through comprehensive financial planning and portfolio management, I help individuals and families understand their finances and make sound decisions. At core, I want my clients to feel comfortable and confident in their financial lives so they can direct their energy toward more personally fulfilling pursuits.If you know anyone you think would benefit from my services, please do reach out.

Listed skills include Financial Planning, Investments, Financial Modeling, Financial Analysis, and 6 others.

Current workplace

Sam Wood-Bednarz, Cfp®'s current company

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North Berkeley Wealth Management
North Berkeley Wealth Management
Partner
berkeley, california, united states
Website
northberkeleywealth.com
Employees
11
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Company profile
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7 roles

Sam Wood-Bednarz, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner

Current
North Berkeley Wealth Management

North Berkeley Investment Partners provides comprehensive financial planning and investment management. Our mission is to help our clients feel comfortable and confident in the financial decisions they make in connection with their life goals.North Berkeley is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where North Berkeley and its representatives are properly licensed or exempt from licensure.

Jan 2021 - Present

Faculty Assistant

The Wright Institute
Jul 2008 - Jul 2013
Team & coworkers

Colleagues at North Berkeley Wealth Management

Other employees you can reach at northberkeleywealth.com. View company contacts for 11 employees →

KC Katherine Campbell King, Cfp® (She/Her) Katherine Campbell King, Cfp® (She/Her) Colleague at North Berkeley Wealth ManagementBerkeley, California, United States View → DN Dan Nakahara Dan Nakahara Colleague at North Berkeley Wealth ManagementSan Francisco Bay Area, United States View → DS Daniel Smyth, Cfp®, Cpwa® Daniel Smyth, Cfp®, Cpwa® Colleague at North Berkeley Wealth ManagementBerkeley, California, United States View → BK Brian Kozel, Cfp® Brian Kozel, Cfp® Colleague at North Berkeley Wealth ManagementSan Francisco Bay Area, United States View → SS Shabana Shah Shabana Shah Colleague at North Berkeley Wealth ManagementOakland, California, United States View → JR Jena Regan, Cfp® Jena Regan, Cfp® Colleague at North Berkeley Wealth ManagementGreater Seattle Area, United States View → JS Jim Sertich Jim Sertich Colleague at North Berkeley Wealth ManagementSan Francisco, California, United States View →
2 education records

Sam Wood-Bednarz, Cfp® education

Certificate Program, Personal Financial Planning

Uc Berkeley Extension
FAQ

Frequently asked questions about Sam Wood-Bednarz, Cfp®

Quick answers generated from the profile data available on this page.

What company does Sam Wood-Bednarz, Cfp® work for?

Sam Wood-Bednarz, Cfp® works for North Berkeley Wealth Management.

What is Sam Wood-Bednarz, Cfp®'s role at North Berkeley Wealth Management?

Sam Wood-Bednarz, Cfp® is listed as Partner at North Berkeley Wealth Management.

What is Sam Wood-Bednarz, Cfp®'s email address?

AeroLeads has found 1 work email signal at @northberkeleywealth.com for Sam Wood-Bednarz, Cfp® at North Berkeley Wealth Management.

What is Sam Wood-Bednarz, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 510 for Sam Wood-Bednarz, Cfp® at North Berkeley Wealth Management.

Where is Sam Wood-Bednarz, Cfp® based?

Sam Wood-Bednarz, Cfp® is based in Berkeley, California, United States while working with North Berkeley Wealth Management.

What companies has Sam Wood-Bednarz, Cfp® worked for?

Sam Wood-Bednarz, Cfp® has worked for North Berkeley Wealth Management, North Berkeley Investment Partners, and The Wright Institute.

Who are Sam Wood-Bednarz, Cfp®'s colleagues at North Berkeley Wealth Management?

Sam Wood-Bednarz, Cfp®'s colleagues at North Berkeley Wealth Management include Katherine Campbell King, Cfp® (She/Her), Dan Nakahara, Daniel Smyth, Cfp®, Cpwa®, Brian Kozel, Cfp®, and Shabana Shah.

How can I contact Sam Wood-Bednarz, Cfp®?

You can use AeroLeads to view verified contact signals for Sam Wood-Bednarz, Cfp® at North Berkeley Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sam Wood-Bednarz, Cfp® attend?

Sam Wood-Bednarz, Cfp® holds Ba, History from Oberlin College.

What skills is Sam Wood-Bednarz, Cfp® known for?

Sam Wood-Bednarz, Cfp® is listed with skills including Financial Planning, Investments, Financial Modeling, Financial Analysis, Series 65, Portfolio Management, Wealth Management, and Asset Management.

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