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
- 2014 -now Wealth Advisor and Managing Partner @
- 2023 -now President of the Board of Directors @
- 2011 -2021 Board of Directors @
- 2010 -2018 Past President (2015) and Board of Directors @ Financial Planning Association of the East Bay
- 2009 -2017 Chief Philanthropist @ Chairs 4 Charity
- 2016 -2016 Chair @ FPA Presidents' Council
- 2011 -2015 President and Financial Advisor @
- 2010 -2015 Financial Advisor @ East Bay based Registered Investment Advisor
- 2004 -2010 Vice President - Investment Management @
- 1999 -2004 Business Development Manager @ AXA Rosenberg
- 1997 -1999 Regional Account Manager @
- 1995 -1997 Marketing Analyst @
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
- Portfolio Management
- Personal Finance
- Investment Strategies
- Due Diligence
- Investments
- Investment Policy
- Asset Management
- Retirement
- Retirement Income Strategies
- Asset Allocation
- Investment Advisory
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
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 Portfolio Management, Personal Finance, Investment Strategies, Due Diligence, Investments and more. Barry Mendelson has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Elevation Wealth Partners, LLC Employees
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Steve Block
Wealth Advisor and Partner
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