Berkeley, California Office

2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704

Phone: (510) 848-0012

Fax: (510) 848-0009

Gail Lieberman

Gail Lieberman

Senior Client Relationship Associate

Berkeley, California

  • Gail enjoys being helpful to others, and applies her operations experience to ensure a smooth, efficient, and friendly experience for clients.

  • Gail’s financial industry background includes responsibilities as an operations manager at a financial management education and wealth management firm in the Bay Area.

  • Gail graduated from CSU, Chico, earning a B.A. in International Relations.

  • When office hours are over, you may find Gail with a good book or a fast bike—she’s an avid reader and cyclist.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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