Brian Kozel

Brian Kozel, CFP®️

Senior Advisor, Partner

North Berkeley Wealth

North Berkeley Wealth Management provides financial planning and investment management that helps our clients to live according to their goals and interests. Our financial advisors use their expertise and creativity in collaboration with each client to address immediate concerns and develop long-term plans that create a sense of confidence in financial decision-making.

Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.