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Barry Mendelson's
email & phone

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Current Position:

Wealth Advisor & Managing Partner at Elevation Wealth Partners, LLC

Experience:

30 years

Location:

Walnut Creek, California, United States

How to contact Barry Mendelson

Last updated:2025-10-08
emailb**@elevationwp.com
phone+1-***-***-2013
LinkedIn
GitHub

Analytics

According to LinkedIn Barry Mendelson started working on 1995, then the employee has changed 11 companies and 11 jobs. On average, Barry Mendelson works for one company for 5 years 3 months. Barry Mendelson has been working as a Wealth Advisor & Managing Partner for Elevation Wealth Partners, LLC for 4110 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Advisor & Managing Partner at Elevation Wealth Partners, LLC

Jul 2014 - Current

President of the Board of Directors at Youth Homes

Jun 2023 - Current

Board of Directors at Cancer Support Community San Francisco Bay Area

Feb 2011 - Dec 2021

Past President (2015) & Board of Directors at Financial Planning Association of the East Bay

Dec 2010 - Dec 2018

Chief Philanthropist at Chairs 4 Charity

Jan 2009 - Jan 2017

Chair at FPA Presidents' Council

Jan 2016 - Dec 2016

President & Financial Advisor at Elevation Wealth Management

Nov 2011 - Mar 2015

Financial Advisor at East Bay based Registered Investment Advisor

Jan 2010 - Jan 2015

Vice President - Investment Management at Charles Schwab

Feb 2004 - Jan 2010

Business Development Manager at AXA Rosenberg

Oct 1999 - Jan 2004

Regional Account Manager at Neuberger Berman

May 1997 - Jan 1999

Marketing Analyst at Franklin Templeton

Jul 1995 - Apr 1997

Education

BA at UC Santa Barbara

Certificate at UC Berkeley Extension

Diploma at Campolindo High School

Current Company Information Elevation Wealth Partners, LLC

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...

Frequently Asked Questions

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 years

What 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 Kosakura

Who are Barry Mendelson's peers at other companies?

Barry Mendelson's peers at other companies are Michael Halvorsen
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Barry Mendelson Namesakes

Name
Company
Position
B
Mendelson Entertainment Group LLC
President and CEO

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