North Berkeley Wealth Management, LLC

Ariana Alisjahbana is a CFP® and Series 65 licensed advisor at North Berkeley Wealth Management, LLC, with three years of industry experience. She previously worked at BrightPlan and Rocket Lawyer and has a background that includes roles at Alibaba Group and the University of California Berkeley. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations, managing approximately $710.6 million in assets. The firm utilizes a long-term, total-return investment approach combining passive and active strategies, with options for ESG and carbon-screened portfolios, and employs separately managed accounts and limited derivative strategies in certain client situations.

Jennifer Regan is a CFP® professional with six years of industry experience. She has worked at North Berkeley Wealth Management, LLC since 2019 and previously held positions at Bell Investment Advisors and Asti Financial Management. Prior to her financial advisory career, she took time as a stay-at-home parent. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on long-term, total-return oriented portfolios combining passive and active strategies, and offers ESG and carbon-screened options upon request.

Matthew Gatt is a CFP® professional with nine years of industry experience. He has worked at North Berkeley Investment Partners, LLC since 2016 and previously spent ten years at Northern Trust. He is based in Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, focusing on long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.

Kim Berger is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining the firm, Kim worked for ten years at Grifols Diagnostics. Outside of financial advising, Kim serves as Secretary for pHionics, Inc., a company that manufactures and sells water equipment. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $710.6 million in assets, offering comprehensive financial planning and investment management with a focus on long-term, total-return portfolios that blend passive and active strategies and include options for ESG and carbon-screened investments.

Brian Kozel is a CFP® professional with 10 years of industry experience, currently serving at North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners since 2011. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm offers comprehensive financial planning and investment management with a focus on long-term, total-return oriented portfolios that combine passive and active strategies, including options and ESG screening for clients who request social considerations.

Cagatay Koc is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Wealth Planning, LifePro Financial Services, and Faubourg Private Wealth, among others. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm focuses on long-term, total-return oriented portfolios using a combination of passive and active strategies, documented Investment Policy Statements, and systematic rebalancing, with options for ESG and carbon-screened investments.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC, holding Series 65 and Series 66 licenses. She has experience at several financial firms, including Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm emphasizes long-term, total-return oriented portfolios using a mix of passive and active strategies, with options for ESG and carbon-screened investments.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm offers comprehensive financial planning and investment management, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Debra Ellisen is a financial advisor at North Berkeley Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the affiliated North Berkeley Investment Partners, LLC since 2002. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm employs a long-term, total-return investment approach using a combination of passive and active strategies, separately managed accounts, and offers ESG and carbon-screened options for clients who request social screening.

Samuel Wood Bednarz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2013. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies, including ESG and carbon-screened options.