Crary Enterprises LLC

Life Guard Wealth is a financial services firm based in San Rafael, CA, specializing in wealth management and investment advisory services. With a focus on building long-term relationships with clients, the company offers personalized financial planning strategies to help individuals and families achieve their financial goals. Generated from their business information

Berla Investment Consulting is an independent investment consulting firm based in Walnut Creek, California, founded in 1984 by George Berla. The firm is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940 and serves as a fiduciary to its clients, managing total assets in excess of $1.4 billion. The firm is led by George A. Berla, CFA, and Corey Berla, CFA, both of whom hold the Chartered Financial Analyst designation and are alumni of the University of California, Berkeley. With a strong commitment to client services and investment integrity, Berla Investment Consulting continues to uphold its reputation in the financial advisory sector. Generated from the website