- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Senior financial planning in Berkeley, CA
5 results found
A convenient service for searching for businesses, places and services
Merrill Lynch Financial Advisor Steven A Rocha
Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.
Adeline Street Apartment
Adeline Street Apartments is a 19-unit affordable multi-family complex located in Berkeley, California. Our property caters to very low-income individuals with physical disabilities and those living with HIV/AIDS. We offer a variety of housing options including affordable and market-rate family rentals, senior housing, cooperatives, and specialized housing for those with special needs. Our services include marketing and rent up, specialized program development, acquisition and rehabilitation, historic preservation, new housing development, and financial and syndication services. We also provide project planning and feasibility analysis to ensure our residents have access to quality, affordable housing. Visit us at 3224 Adeline Street in Berkeley for more information.
Mable Howard Apartments
Mable Howard Apartments is a beautifully designed rental complex located at 1499 Alcatraz Avenue in Berkeley, California. This 40-unit property offers housing for seniors 62 years and older, with amenities such as a community room with high-speed internet, an outdoor plaza with a community garden, an on-site laundry room, and a management office. Conveniently located near public transportation and restaurants, the apartments provide affordable and market-rate options for families, seniors, and those with special needs. Services offered include acquisition and rehabilitation, historic preservation, new housing development, financial and syndication services, and project planning. Whether you are looking for a cozy senior apartment or a family-friendly rental, Mable Howard Apartments has something for everyone.
Erna P. Harris Court
Erna P. Harris Court is a housing institution located at 1330 University Avenue in Berkeley, California. This facility offers 35 units for the homeless and disabled, providing a safe and supportive environment for those in need. Conveniently located near the North Berkeley Bart station, grocery stores, restaurants, and shops, residents have easy access to essential services and amenities. The institution also offers a range of amenities for residents, including a laundry room, community room with television, computer room, and outdoor exercise equipment. Erna P. Harris Court provides affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, and specialized program development.
Danny Rozansky, Robertson Stephens
Danny Rozansky, Robertson Stephens is a finance institution located at 1550 El Camino Real, Menlo Park, California, United States. As a Principal and Managing Director at Robertson Stephens, Danny, along with Jeanette Garretty and Michael Zaninovich, provides wealth management advice to high net worth and ultra-high net worth individuals, senior executives, and their families. With over 20 years of experience, Danny offers guidance on financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities to help clients achieve their financial goals. Prior to joining Robertson Stephens, Danny worked at Wells Fargo Private Bank and myCFO, Inc., advising multi-generational families on financial planning. Danny holds a JD from University of the Pacific, McGeorge School of Law and a BA in History from University of California, Berkeley. He is a member of the California Bar and resides in Silicon Valley with his wife and three children. Danny enjoys family trips to national parks, cooking, baseball, and exploring fine food and wine. As a fiduciary institution, Danny Rozansky, Robertson Stephens is committed to serving clients' best interests without the conflicts of interest often found on Wall Street.
List of businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos