The 30 Best Expert advisors in Berkeley, California

48 results found

Berkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.

Chang & Associates Financial Advisors is a leading finance institution located at 2820 Telegraph Avenue in Berkeley, California, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our advisors are here to guide you every step of the way. Trust Chang & Associates Financial Advisors to provide you with expert financial advice and solutions tailored to your individual needs.

Edward Jones - Financial Advisor: William Fried is a trusted financial institution located at 2161 Allston Way in Berkeley, California. As a dedicated financial advisor, William Fried provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, William Fried and the team at Edward Jones are here to provide expert guidance and support every step of the way.

Willow Grove Advisors is a reputable financial consulting firm located at 2040 Bancroft Way in Berkeley, California. With a team of experienced advisors, they provide personalized financial planning and investment management services to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Willow Grove Advisors can provide expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.

HFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.

Berkeley Research Group, located at 2200 Powell Street in Emeryville, California, is a unique consulting firm that brings together a diverse group of practitioners with deep industry experience from around the world. Our team of advisors is dedicated to transforming information into actionable insights, helping our clients stay ahead of the curve. With expertise in three core business lines, our professionals collaborate across practices to leverage their collective knowledge and provide innovative solutions. Whether it's data analysis, sector-specific strategies, or big-picture thinking, BRG offers a different approach to consulting that combines intelligence with practical direction.

Tammy Plotkin-Oren, Financial Advisor at TPO Financial & Insurance Services, located at 821 Delaware Street in Berkeley, California, is dedicated to providing expert financial guidance and insurance services to help clients secure their family's future and align their money choices with their values. With a focus on serving professional advisors, Tammy and her team offer personalized financial planning to help clients navigate major life changes, such as job transitions, retirement, or inheritances. As fiduciaries, they always prioritize the client's best interests, providing peace of mind and confidence in their financial decisions. Tammy, a parent of three daughters and a UC Berkeley alumna, understands the complexities of midlife and is passionate about helping clients feel secure about their finances. With licenses to sell insurance and securities products through New York Life and NYLIFE Securities LLC, Tammy and her team offer investment advisory services in various states. Whether you are considering life insurance, retirement planning, or charitable giving, Tammy Plotkin-Oren and her team at TPO Financial & Insurance Services are here to help you make informed and impactful financial choices.

Jake Cleary - BancWest Investment Services Financial Advisor is a leading finance institution located at 2023 Mountain Boulevard in Oakland, California, United States. As a dedicated financial advisor, Jake Cleary provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Jake Cleary - BancWest Investment Services Financial Advisor is a trusted partner for individuals and businesses seeking financial planning and wealth management services.

Parkside Advisors LLC is a finance institution located at 2040 Bancroft Way in Berkeley, California, United States. Specializing in providing expert financial advice and management services, Parkside Advisors LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Parkside Advisors LLC is committed to providing exceptional service and guidance every step of the way.

Located in Oakland, California, the David E. Quan Agency Insurance Brokers, Inc. is a full-service insurance agency serving the San Francisco Bay Area since 1955. Specializing in property, casualty, and life insurance, we offer risk management solutions to individuals and businesses throughout California. At David E. Quan Agency, Insurance Brokers, Inc., we believe in providing our clients with dedicated service, expert advice, and personalized attention. As an independent agency, we work with top-rated national and regional insurance carriers to offer a comprehensive suite of insurance solutions, including protection against cyber threats and online attacks.

Cobalt LLP is a prestigious law firm located at 1912 Bonita Avenue in Berkeley, California, United States. Our team of experienced lawyers specialize in a wide range of legal services, including corporate law, intellectual property, and litigation. We are dedicated to providing our clients with top-notch legal representation and personalized attention to help them achieve their goals. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Joel H. Tranter, Attorney at Law is a reputable legal institution located at 2161 Shattuck Avenue in Berkeley, California. Specializing in various areas of law, Joel H. Tranter offers expert legal services to clients in need of representation and guidance. With years of experience and a proven track record of success, Joel H. Tranter is dedicated to providing personalized and effective legal solutions for individuals facing legal challenges. Whether you are in need of assistance with a criminal defense case, family law matter, or estate planning, Joel H. Tranter, Attorney at Law is committed to advocating for your rights and achieving the best possible outcome for your case.

Peter Barnes Team - CrossCountry Mortgage is a leading finance institution located at 1385 Shattuck Avenue in Berkeley, California. With a strong reputation for providing top-notch mortgage services, the team at Peter Barnes is dedicated to helping clients achieve their financial goals. Whether you are looking to purchase a new home or refinance your current mortgage, their expert team is here to guide you through the process with personalized solutions tailored to your needs. Trust Peter Barnes Team - CrossCountry Mortgage for all your mortgage needs in the Berkeley area.

Abkin Law LLP is a prestigious law firm located at 803 Hearst Avenue in Berkeley, California. Specializing in various areas of law, the expert team at Abkin Law LLP provides top-notch legal services to clients in the United States. With a strong commitment to excellence and a track record of success, the firm is dedicated to representing clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Abkin Law LLP is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Greenfire Law is a prestigious law firm located in Berkeley, California, specializing in environmental law and sustainability. Our dedicated team of expert lawyers is committed to advocating for the protection of our planet and ensuring that environmental regulations are upheld. With a focus on sustainability and green practices, Greenfire Law is at the forefront of the fight for environmental justice. Visit us at 2748 Adeline Street to learn more about our services and how we can help you navigate the complex world of environmental law.

Midori Law Group, P.C. is a reputable law firm based in Berkeley, California. Specializing in various areas of law, including family law, immigration law, and estate planning, the experienced team at Midori Law Group, P.C. is dedicated to providing top-notch legal services to clients in need. Located at 2039 Kala Bagai Way, this firm is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Midori Law Group, P.C. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Karen Marcovis Goodwin is a surgeon specializing in breast diseases located at 3100 San Pablo Avenue in Berkeley, California. She focuses on breast conservation using oncoplastic techniques to preserve breast appearance and function while removing cancer. Dr. Goodwin performs hidden scar methods and nipple-sparing mastectomies in collaboration with reconstructive surgery colleagues. Her research interests include reducing breast cancer risk in high-risk women. She is a fellow of the American College of Surgeons and a member of the American Society of Breast Surgeons. Outside of work, Dr. Goodwin enjoys hiking, yoga, tennis, cooking, wine tasting, and travel. At UCSF Health, they are working towards a malaria-free world within a generation through partnerships with organizations like the Bill & Melinda Gates Foundation and Google, using technology, machine learning, and healthcare innovations to combat the disease.

Robin Feiner Winokur is a reputable doctor specializing in health and wellness, located at 1178 San Pablo Avenue in Berkeley, California, United States. With years of experience and a commitment to providing top-notch medical care, Dr. Winokur offers personalized treatment plans tailored to each patient's individual needs. From routine check-ups to specialized treatments, patients can trust in the expertise and compassion of Robin Feiner Winokur for all their healthcare needs.

Elite College Advisory is a prestigious university located at 1879 Euclid Avenue in Berkeley, California, United States. Our institution is dedicated to providing students with top-notch academic resources and personalized guidance to help them achieve their goals of attending elite colleges and universities. With a strong emphasis on academic excellence and holistic student development, Elite College Advisory is committed to preparing students for success in higher education and beyond. Our experienced faculty and staff are dedicated to providing a supportive and enriching learning environment for all students. Join us at Elite College Advisory and unlock your potential for a bright future.

Arlene S. Noble, PhD is a renowned health institution located at 940 Hilldale Avenue in Berkeley, California, United States. Led by Dr. Arlene S. Noble, a highly respected and experienced professional in the field of health, the institution offers a wide range of services aimed at promoting physical and mental well-being. With a focus on research, education, and patient care, Arlene S. Noble, PhD is committed to providing top-quality healthcare to individuals in the Berkeley community and beyond.

Magarian Richard D is a finance institution located at 2231 Carleton Street in Berkeley, California, United States. With a focus on providing expert financial services to individuals and businesses, Magarian Richard D offers a range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Magarian Richard D is dedicated to helping you achieve your financial goals. Visit their office in Berkeley today to learn more about how they can help you secure your financial future.

Effective Assets is a finance and insurance agency located at 1510 Walnut Street, Berkeley, California, United States. As a registered investment adviser with the Securities and Exchange Commission, we provide personalized investment advice to our clients. Our team of experts offers professional financial guidance and insurance solutions to help individuals and businesses achieve their financial goals. Please note that the information provided on our website is for informational purposes only, and individualized responses to consumers in a specific state will comply with jurisdiction requirements. Contact us today to discuss your financial needs with our experienced advisors.

Bartle Wells Associates is a reputable accounting and finance institution located at 1889 Alcatraz Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Bartle Wells Associates is the trusted partner you need.

KNN Public Finance is a reputable finance institution located at 2054 University Avenue in Berkeley, California, United States. We specialize in providing expert financial services to both individuals and businesses, helping our clients achieve their financial goals and objectives. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with tax optimization, KNN Public Finance is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Financial Connections Group is a leading finance institution located at 2608 Ninth Street in Berkeley, California. Our team of experienced professionals is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. With a focus on building strong relationships and delivering exceptional service, Financial Connections Group is committed to helping you make the most of your financial future.

Charles Schwab is a renowned financial institution located at 1995 University Avenue in Berkeley, California. Offering a wide range of financial services including investment advice, wealth management, and retirement planning, Charles Schwab is dedicated to helping individuals achieve their financial goals. With a commitment to transparency, integrity, and customer service, Charles Schwab has become a trusted name in the finance industry. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is here to provide expert guidance and support.

Dornbusch Associates is a renowned finance institution located at 2907 Claremont Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their dedication to providing personalized solutions and expert advice sets them apart in the industry. Visit Dornbusch Associates today to secure your financial future.

The Henry Levy Group, located on Solano Avenue in Berkeley, California, is a trusted institution specializing in accounting and finance services. Serving small to midsize businesses, nonprofit organizations, and individuals, we provide a wide range of services including Tax Planning and Compliance, Client Accounting Services, and Consulting Services. Our team of experts offers relevant and understandable solutions with responsive service to clients in the Bay Area and beyond. With specialized expertise in various areas, we are committed to serving our communities through pro bono work and financial support to local organizations. As a locally-owned Firm, we take pride in our dedication to providing high-quality services and making a positive impact in the communities we serve.

Peter Cooke, Jr. is a reputable accounting and finance institution located at 2001 Addison Street in Berkeley, California, United States. With a strong focus on providing top-notch financial services, Peter Cooke, Jr. offers expert advice and assistance to individuals and businesses in managing their finances effectively. The institution is known for its professionalism, reliability, and commitment to helping clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Peter Cooke, Jr. is dedicated to providing personalized solutions to meet your specific needs.