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Financial Advisors in Berkeley, CA

How to choose a financial advisor in Berkeley

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Matthew Gatt

Financial Advisor

NORTH BERKELEY WEALTH MANAGEMENT, LLC

Berkeley, CA

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Yahweh Khao Sok

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Berkeley, CA

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Gavin Distasi

Financial Advisor

Topel & Distasi Wealth Management, Llc

Berkeley, CA

ProfileNo contact yet

Amy Thacher

Financial Advisor

BLUME CAPITAL MANAGEMENT, INC.

Berkeley, CA

ProfileNo contact yet

Brian Kozel

Financial Advisor

NORTH BERKELEY WEALTH MANAGEMENT, LLC

Berkeley, CA

ProfileNo contact yet
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