Berla Investment Consulting

Call
Website
35 Quail Ct Ste 100
Walnut Creek, CA 94596
+1 (925) 947-0326
https://www.berlainv.com

Berla Investment Consulting is an independent investment consulting firm based in Walnut Creek, California, founded in 1984 by George Berla. The firm is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940 and serves as a fiduciary to its clients, managing total assets in excess of $1.4 billion.

The firm is led by George A. Berla, CFA, and Corey Berla, CFA, both of whom hold the Chartered Financial Analyst designation and are alumni of the University of California, Berkeley. With a strong commitment to client services and investment integrity, Berla Investment Consulting continues to uphold its reputation in the financial advisory sector.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

TNL Car Title Loans

The Net Lender (TNL) Car Title Loans in Walnut Creek, CA offers quick and convenient car title loans with low and competitive rates. With a simple application process, borrowers can have cash in hand in less than 24 hours, even with bad credit. Customers praise TNL for their helpful and professional staff, efficient service, and flexible loan terms. TNL's nationwide coverage and focus on customer satisfaction make them a reliable choice for those in need of fast financial assistance.Generated from the website
Professional Reporting Services
Notary publics, Court reporting service

Professional Reporting Services

Professional Reporting Services is a dedicated team of Certified Court Reporters using the latest in technology to provide the fastest and most accurate transcripts available.
Buckingham Strategic Wealth
Business services, nec, nec

Buckingham Strategic Wealth

Buckingham Strategic Wealth is a wealth management firm in Walnut Creek, CA. We specialize in providing holistic financial planning that addresses the distinct needs of medical and dental professionals. Our financial advisors serve as strategic partners that can help every step of the way. From starting a business plan to transitioning a practice, our clients plan a course that gives them the financial freedom to enjoy retirement. Our fee-only financial planners provide a comprehensive investing plan that incorporates both their personal and professional financial needs. Our clients enjoy peace of mind knowing they're on the path toward achieving their most important goals. Call our Walnut Creek investment company today!
United States›California›Walnut Creek›Berla Investment Consulting

Partial Data by Infogroup (c) 2025. All rights reserved.