Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kozel is a Certified Financial Planner who is currently registered as an Investment Advisor Representative with North Berkeley Wealth Management, LLC. Brian has been working in the financial services industry since April 2011. Brian is based in Berkeley, California and is a member of the Investment Advisor Association (IAA) and the Certified Financial Planner Board of Standards (CFP Board).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/12/2015 - Present
North Berkeley Wealth Management, LLC (BERKELEY CA)
Active
Inactive
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