For our Q3 mid-quarter commentary, partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and the firm’s approach to managing client portfolios.
North Berkeley is proud to be part of Art Walk on Solano again this year. See our new exhibit “Glimpse” featuring the work of Lara Hoke, Ned Axthelm, and Elena Zolotnitsky. We will have light refreshments and wine. There’s even rumor of steel drums out front. Stop by anytime between 4 and 7 p.m.
Immigration is one of our country’s proudest legacies – and yet is now also a critical humanitarian and political issue. Over the last two years, we have heard from clients, colleagues, and friends who want to make a difference. For this reason, we’re proud to be sponsoring two upcoming events that discuss immigration and the challenges we all face in handling integration.
Kate Campbell King and Brian Kozel were honored by the Berkeley High School Development Group at their annual partners luncheon.
Thursday, May 9 is Bike to Work Day. North Berkeley Investment Partners is hosting an Energizer Station in front of our offices on Solano Avenue at Colusa.
Join us on March 20 at Fieldwork Brewing in Berkeley for a professional networking happy hour.