3 Best Financial Services in Berkeley, CA

“Fruition Advisors LLC's goal is to completely understand each client’s unique financial circumstances. Their approach is to carefully analyze clients’ finances, provide individualized recommendations to help clients meet their financial objectives, and monitor progress. Alison Davies is the founder of Fruition Advisors LLC. She has a comprehensive knowledge of financial planning and investment management issues, having worked closely with individuals and families to find personalized solutions for simple to complex financial challenges. Alison Davies earned a Bachelor’s degree in American Studies from Williams College in 2000 and a Master’s degree in Literature from the University of California, Santa Cruz in 2005. She also holds a Certificate of Completion from the Professional Sequence in Personal Financial Planning Program at the University of California, Berkeley Extension, a Series 65 license from the Securities and Exchange Commission (SEC), and is a member of the Financial Planning Association (FPA) East Bay Chapter.”

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“William Fried works as a financial advisor at Edward Jones. He earned his Master of Science in finance from Vanderbilt University. After graduation, he was employed as a financial analyst and financial advisor representative and founded a data analytics company. His first step is to understand your financial situation and aspirations deeply and thoroughly. He will work with you to create a customized strategy to help meet your needs. He also works with other professionals as a team to help you reach your goals. He will regularly check in with you, monitor your progress, and ensure you're on track. He provides educational materials and is always available to answer any questions or concerns.”

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“DABK Financial Planning Services offers affordable, conflict-free financial planning advice on an hourly or flat-fee basis. The advisor is a Certified Financial Planner (CFP), a Registered Investment Advisor, and a member of The National Association of Personal Financial Advisors. Daryoosh Khalilollahi owns DABK Financial Planning Services. He established his financial advisory firm in 2004 and is a California state Registered Investment Advisor. He is passionate about helping individuals, couples, and families make the best financial decisions for their circumstances and avoid financial mistakes. His clients are serious about retirement planning or other mid. to long-term financial goals, and he provides financial planning services to help clients achieve goals that align with their values. DABK Financial Planning Services helps you achieve the financial well-being required to reach your non-financial goals.”

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