CoverProfile

Barry Mendelson

Wealth Advisor & Managing Partner

ZRC Wealth Management

United States, California, Walnut Creek

About Me

Barry is an independent, financial advisor and Certified Financial Planner™ – as such, he helps investors of all types define and achieve their financial goals. Barry takes a comprehensive approach to investing and wealth management. He sees his role as helping people and companies make well-informed decisions about their investments and financial plans – providing them with greater financial independence, peace of mind, and security. For him, guiding clients through complex financial decisions is rewarding work.

Profile Information

Wealth Advisor & Managing Partner

ZRC Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Walnut Creek

California

United States

Sep 3, 2024

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