3 Best Financial Services in Berkeley, CA

“Fruition Advisors LLC is a financial planning firm that helps you set realistic goals, grow and protect your wealth, and enjoy the benefits of your hard work. They focus on long-term financial health and smart goal-setting. Alison Davies founded Fruition Advisors LLC in 2013 after working with an independent investment advisory firm since 2010. Their team focuses on transparency, integrity, and honesty. She has comprehensive knowledge of financial planning and investment management issues, having worked closely with clients to solve simple and complex financial challenges. She is certified by CFP and holds a Series 65 license from the Securities & Exchange Commission. She is also a member of the Financial Planning Association. Fruition Advisors is partnered with Gemmer Asset Management LLC, which offers clients personalized investment management solutions. The Gemmer Asset Management LLC has 35+ years of experience in mutual funds, stocks, bonds, real estate, and venture capital.”

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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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