Berkeley Access
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Overview
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50 - 249
Employees
1995
Year Founded
ABOUT BERKELEY ACCESS
Finance Company
Berkeley Access specializes in offering personalized investment solutions to help clients achieve their financial objectives. Our method combines expertise, strategic planning, and a deep understanding of market trends to deliver results that align with your unique financial aspirations, ensuring a secure and prosperous future.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50 - 249
Employees
1995
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Wealth Management
40% Financial Planning
About the Team
OUR STORY
Our team comprises dedicated professionals committed to broadening perspectives and enhancing possibilities. Leading the company are President and Partner Tony Palazzo and Vice President and Partner Chris Eddy, supported by partners Dan Newberg, Charles Barry, Stuart Blewett, Michael Brown, and Jeff Pierce, all serving as Investment Officers. Upholding compliance standards is Fernando Bustelo, our Chief Compliance Officer, while Carly Hunter contributes as an Operations Associate. Together, this experienced group collaborates to deliver expert guidance and operational excellence, driving the company's mission forward with professionalism and expertise.
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
< $25/hr
