North Berkeley Wealth Management
Since 2005, North Berkeley Wealth Management has focused on helping clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. From the beginning, we’ve emphasized personal relationships and a deep commitment to continuity that promotes the well-being of our clients, staff, and community.
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Verified contacts
15
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
231
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JR
Jena Regan
Lead Advisor · General Business & Management
EmailPhone - DN
Dan Nakahara
Business Manager · General Business & Management
EmailPhone - JS
Jim Sertich
Operations Research Analyst · Operations
EmailPhone - AA
Ariana Alisjahbana
,, · Other
EmailPhone - SW
Sam Wood-Bednarz
Partner · General Business & Management
EmailPhone - BK
Brian Kozel
Partner, Senior Advisor · General Business & Management
EmailPhone - DS
Daniel Smyth
Lead Advisor · General Business & Management
EmailPhone - MG
Matthew Gatt
Lead Financial Advisor · Finance & Accounting
EmailPhone - SS
Shabana Shah
Investment & Operations Associate · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at North Berkeley Wealth Management
9 distinct titles indexed · top 9 shown.
- 2lead advisor
- 2partner, senior advisor
- 1,,
- 1business manager
- 1investment & operations associate
- 1lead financial advisor
- 1operations research analyst
- 1partner
- 1partner, chief investment officer
Sign up to unlock all 15 contacts at North Berkeley Wealth Management
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