CoverProfile

Kate King

Partner, Chief Investment Officer

North Berkeley Wealth

United States, California, Berkeley

About Me

Experienced financial advisor working with financial transitions: inheritance, divorce, retirement, stock option awards, new businesses, illness/incapacity with self or parents, sale of a business.

Profile Information

Partner, Chief Investment Officer

North Berkeley Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Berkeley

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Brian Kozel
Partner, Senior Advisor
Profile Photo
Jim Sertich
Portfolio Management & Trading, Operations Research Analyst

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC