Barry Mendelson Email & Phone Number
Wealth Advisor and Managing Partner @ Elevation Wealth Partners, LLC
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Barry Mendelson Location
- Walnut Creek, CA, US
Barry Mendelson Work
- Wealth Advisor and Managing Partner @ (July 2014 - Present)
- President of the Board of Directors @ (June 2023 - Present)
- Board of Directors @ (February 2011 - December 2021)
- Past President (2015) and Board of Directors @ Financial Planning Association of the East Bay (December 2010 - December 2018)
- Chief Philanthropist @ Chairs 4 Charity (January 2009 - January 2017)
- Chair @ FPA Presidents' Council (January 2016 - December 2016)
- President and Financial Advisor @ (November 2011 - March 2015)
- Financial Advisor @ East Bay based Registered Investment Advisor (January 2010 - January 2015)
- Vice President - Investment Management @ (February 2004 - January 2010)
- Business Development Manager @ AXA Rosenberg (October 1999 - January 2004)
- Regional Account Manager @ (May 1997 - January 1999)
- Marketing Analyst @ (July 1995 - April 1997)
Barry Mendelson Education
- UC Berkeley Extension
Certificate (Personal Financial Planning)
2002-2004 - UC Santa Barbara
BA (Business Economics, Concentration in Accounting)
1991-1995 - Campolindo High School
Diploma
1987-1991
Barry Mendelson Skills
- Asset Allocation
- Asset Management
- Due Diligence
- Financial Planning
- Investment Advisory
- Investment Policy
- Investment Strategies
- Investments
- Mutual Funds
- Personal Finance
- Portfolio Management
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Wealth Management
Barry Mendelson Summary
- Barry Mendelson, based in Walnut Creek, CA, US, is currently a Wealth Advisor and Managing Partner at Elevation Wealth Partners, LLC. Barry Mendelson brings experience from previous roles at Youth Homes, Cancer Support Community San Francisco Bay Area, Financial Planning Association of the East Bay and Chairs 4 Charity. Barry Mendelson holds a 2002 - 2004 Certificate in Personal Financial Planning @ UC Berkeley Extension. With a robust skill set that includes Asset Allocation, Asset Management, Due Diligence, Financial Planning, Investment Advisory and more. Barry Mendelson has 2 emails and 4 mobile phone numbers on RocketReach.
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