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.”

“William Fried 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. Along the way, he may enlist the knowledge of other professionals and work with them as a team to help you achieve your goals. Edward Jones' relationship doesn’t end after they implement your customized financial strategy. They will continue to check in with you, monitoring your progress to help ensure you are tracking toward your goals. They also provide educational materials and are readily available for any questions or concerns you may have.”

“Fidelity Investments makes the most out of your financial life with easy-to-use tools and the latest professional insights from their team of representatives. They offer a variety of financial planning, wealth management, retirement, investment, and brokerage services. They help you switch from saving to living in retirement by mapping out your route to your ideal retirement. Fidelity Investments can help, from simple planning to complex investment management—no matter where you are today, what you’re trying to achieve tomorrow, or how you prefer to invest. You have the option of working one-on-one with a dedicated advisor, accessing coaching, or leveraging the ease of digital investing.”