Trusted Financial Advisor

Mr Brian A Berberet CFP

Mr Brian A Berberet CFP

Carrick Bend Advisors, LLC

1820 Humboldt St, Santa Rosa, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Fee Only
Min. Assets
$500,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Investment Management, Securities

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor