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Barry N. Mendelson, CFP®

Elevation Wealth Management

1399 Ygancio Valley Rd
Suite 24
Walnut Creek, CA 94598
Phone: (925) 348-5852

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Percent of assets under management or on a project basis.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.