Current Position:
Wealth Advisor & Managing Partner at Elevation Wealth Partners, LLCExperience:
30 yearsLocation:
Walnut Creek, California, United StatesJul 2014 - Current
Jun 2023 - Current
Feb 2011 - Dec 2021
Dec 2010 - Dec 2018
Jan 2009 - Jan 2017
Jan 2016 - Dec 2016
Nov 2011 - Mar 2015
Jan 2010 - Jan 2015
Feb 2004 - Jan 2010
Oct 1999 - Jan 2004
May 1997 - Jan 1999
Jul 1995 - Apr 1997
BA at UC Santa Barbara
Certificate at UC Berkeley Extension
Diploma at Campolindo High School
Name: Elevation Wealth Partners, LLC
Speciality: Investment Management, Financial Advisory, Financial Planning, Retirement Planning, Stock Options and Restricted Stock
Location: Walnut Creek, CA, United States
Employees: 1-10
HQ Phone: 925-962-5600
Description: Founded in 1999, Elevation Wealth Partners (formerly ZRC Wealth Management) is a Northern California based fee-only and Fiduciary Registered Investment Advisor that serves discerni...
How long has Barry Mendelson been working as a Wealth Advisor & Managing Partner?
Barry Mendelson's total experience in various companies as a Wealth Advisor & Managing Partner 11 years 3 months.What is Barry Mendelson's minimum period of employment in the companies?
Barry Mendelson's minimum period of employment in various companies is 11 months.What is Barry Mendelson's average duration of employment for different companies?
On average, Barry Mendelson works for one company for 5 yearsWhat industries has Barry Mendelson worked in?
Barry Mendelson works in the Financial Services. Previously, Barry Mendelson worked in the Individual & Family Services, and Government Administration.What positions has Barry Mendelson held before?
Previously, Barry Mendelson worked as a President of the Board of Directors, and Board of Directors, and Past President (2015) & Board of Directors, and Chief Philanthropist, and Chair.How do I contact Barry Mendelson?
Barry Mendelson's email address is b**@elevationwp.com, phone number is +1-***-***-2013. Sign up to get contact details.Who is the President/CEO/Director of the Elevation Wealth Partners, LLC?
The President/CEO/Director of the Elevation Wealth Partners, LLC is Ryan KosakuraWho are Barry Mendelson's peers at other companies?
Barry Mendelson's peers at other companies are Michael HalvorsenFind email for 850M+ professionals