Financial Advisors in BERKELEY, CALIFORNIA

Berkeley, CA

Berkeley is known for its academic excellence and innovative spirit, and that makes it a perfect location for EP Wealth. Our team provides financial planning and investment management services to people in the tech sector and beyond. We take the time to understand your financial picture and goals in order to chart a customized path aimed at long-term prosperity, asset growth, and security for you and your family. Contact us today to start building your financial future.



Gail Lieberman
Senior Client Relationship Associate

Joshua Phillips
Client Relationship Associate

Andrea Grumley, CFP®
Senior Financial Planner

Avetis Yetenekyan, CFA®
Portfolio Manager

Contact Our Berkeley Financial Advisors

Our Berkeley office invites you to visit and meet our financial advisors to see what our full-service team can provide.


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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