Art portfolio management in Berkeley, CA
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North Berkeley Wealth Management
● ClosedNorth Berkeley Wealth Management, located at 1820 Solano Avenue in Berkeley, California, is a finance institution dedicated to guiding clients towards financial well-being. With a focus on values and sustainability, we help you reach your financial goals with confidence. Our approach is like a diversified portfolio, designed to weather market volatility while maintaining overall performance. In a world where environmental impact is increasingly important, we stay ahead of the curve by helping companies measure and share information about their operations. We believe in a future where responsible investing is not only beneficial for the planet, but for your financial future as well.
1820 Solano Ave, Berkeley, CA 94707, United States -
Bank of America Private Client Advisor Jennifer N Lee
● OpenBank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States
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