Barry Mendelson Email & Phone Number

Wealth Advisor and Managing Partner @ Elevation Wealth Partners, LLC

5 free lookup(s).

Barry Mendelson Location

Walnut Creek, CA, US

Barry Mendelson Work

2014 - now Wealth Advisor and Managing Partner @ Elevation Wealth Partners, LLC
2023 - now President of the Board of Directors @ Youth Homes
2011 - 2021 Board of Directors @ Cancer Support Community San Francisco Bay Area

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 @ Elevation Wealth Management
2010 - 2015 Financial Advisor @ East Bay based Registered Investment Advisor
2004 - 2010 Vice President - Investment Management @ Charles Schwab
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1999 - 2004 Business Development Manager @ AXA Rosenberg

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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

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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 3 emails and 1 mobile phone numbers on RocketReach.

Barry Mendelson Emails

Found 3 emails

Barry Mendelson Phone Numbers

Found 3 phone numbers

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Others Named Barry Mendelson

Barry Mendelson

Wealth Advisor and Managing Partner at Elevation Wealth Partners, LLC

Walnut Creek, CA, US
3
- gmail.com
- youthhomes.org
- elevationwp.com
3
- +1 925-348-XXXX
- +1 925-962-XXXX
- +1 707-524-XXXX
Barry Mendelson

President and CEO at Mendelson Entertainment Group LLC

Dallas, TX, US
2
- aol.com
- gmail.com
5
- +1 510-376-XXXX
- +1 469-291-XXXX
- +1 469-930-XXXX
- +1 925-429-XXXX
- +1 310-403-XXXX
Barry Mendelson

Director of Sales and Credit for East Coast at Veros Credit

Hollywood, FL, US
2
- veroscredit.com
- aol.com
4
- +1 954-661-XXXX
- +1 270-436-XXXX
- +1 704-243-XXXX
- +1 561-797-XXXX
Barry Mendelson

CEO at Capital Market Consultants

Milwaukee, WI, US
1
- cmarkc.com
5
- +1 414-795-XXXX
- +1 414-727-XXXX
- +1 414-349-XXXX
- +1 414-727-XXXX
- +1 414-727-XXXX

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Top Elevation Wealth Partners, LLC Employees

Ryan Kosakura

Wealth Advisor and Director of Research at Elevation Wealth Partners, LLC

Walnut Creek, CA, US
1
- elevationwp.com
5
- +1 925-642-XXXX
- +1 707-524-XXXX
- +1 925-947-XXXX
- +1 925-962-XXXX
- +1 773-743-XXXX
Devin Hanson

Wealth Advisor and Financial Planner at Elevation Wealth Partners, LLC

Napa, CA, US
3
- gmail.com
- yahoo.com
- elevationwp.com
5+
- +1 707-853-XXXX
- +1 704-668-XXXX
- +1 704-232-XXXX
- +1 707-252-XXXX
- +1 707-512-XXXX
- +1 707-252-XXXX
Barry Mendelson

Wealth Advisor and Managing Partner at Elevation Wealth Partners, LLC

Walnut Creek, CA, US
3
- gmail.com
- youthhomes.org
- elevationwp.com
3
- +1 925-348-XXXX
- +1 925-962-XXXX
- +1 707-524-XXXX
Andrew Kirchner

Financial Planner and Portfolio Manager, Chief Compliance Officer at Elevation Wealth Partners, LLC

Benicia, CA, US
2
- yahoo.com
- elevationwp.com
5
- +1 443-859-XXXX
- +1 559-270-XXXX
- +1 707-810-XXXX
- +1 910-346-XXXX
- +1 410-749-XXXX
Janine Johnson

Tax Partner at Elevation Wealth Partners, LLC

Santa Rosa, CA, US
3
- yahoo.com
- hotmail.com
- elevationwp.com
5+
- +1 707-431-XXXX
- +1 408-839-XXXX
- +1 559-410-XXXX
- +1 925-783-XXXX
- +1 707-236-XXXX
- +1 206-362-XXXX
Betsy Stewart

Tax Specialist at Elevation Wealth Partners, LLC

Santa Rosa, CA, US
2
- gmail.com
- elevationwp.com
4
- +1 707-479-XXXX
- +1 707-525-XXXX
- +1 301-947-XXXX
- +1 707-542-XXXX
Chad V.

Wealth Manager Associate at Elevation Wealth Partners, LLC

California, United States
1
- elevationwp.com
3
- +1 415-645-XXXX
- +1 510-864-XXXX
- +1 415-215-XXXX
Kelly Gillette

Client Service Manager at Elevation Wealth Partners, LLC

California, United States
2
- gmail.com
- elevationwp.com
3
- +1 707-478-XXXX
- +1 707-838-XXXX
- +1 707-324-XXXX
Steve Block

Wealth Advisor and Partner at Elevation Wealth Partners, LLC

Walnut Creek, CA, US
1
- elevationwp.com
Kristin Mendelson

Client Services at Elevation Wealth Partners, LLC

Concord, CA, US
1
- elevationwp.com
4
- +1 925-429-XXXX
- +1 510-601-XXXX
- +1 925-265-XXXX
- +1 510-219-XXXX

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