CA · Berkeley

Fiduciary advisors in Berkeley, CA

2 advisors with offices in Berkeley. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Berkeley

North Berkeley Wealth Management

Berkeley, California

North Berkeley Wealth Management, operating since 2005, is a registered investment advisor serving clients in Berkeley, California. The firm provides financial planning and investment management on a fee-only basis, with services spanning retirement planning, estate planning, tax analysis, insurance planning, and customized portfolio construction. Operating as a fiduciary, the firm emphasizes values-aligned investing and impact investing options, and addresses planning needs across retirement, education funding, charitable giving, and inherited assets.

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Tammy Plotkin-Oren, Financial Advisor - Tpo Financial And Insurance Services

Berkeley, California

Retirement Planning Investment Management

Tammy Plotkin-Oren operates TPO Financial and Insurance Services in Berkeley, California, providing financial planning with a focus on retirement planning and investment management. The firm collaborates with clients' existing professional advisors and maintains relationships with insurance providers including Ash Brokerage to offer life insurance, long-term care, disability income, and annuity solutions.

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Financial advisors in Berkeley, California

Advisors serving Berkeley specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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