Barry N. Mendelson, CFP^®

Wealth Advisor & Managing Partner

Elevation Wealth Partners

2121 N. California Blvd, Suite 290
Walnut Creek, CA 94596

FINANCIAL ADVISOR'S WEBSITE

www.elevationwp.com

(925) 962-5600 CONNECT WITH Barry

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Percent of assets under management or on a project basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

www.elevationwp.com

General

Barry Mendelson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Elevation Wealth Partners in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

Founded in 1999, Elevation Wealth Partners, LLC is a Northern California-based Registered Investment Advisor providing investment management and financial planning services to discerning individuals, families, and companies across the United States. As an independent and privately held firm – we help investors like you grow, manage, and protect their wealth. As a Fiduciary, we are legally and ethically bound to putting your best interests first. Elevation Wealth Partners is fee-only – meaning we are solely compensated by our clients – reducing conflicts of interest and aligning your goals with ours.

Financial Advisor Experience

Education and Professional Certifications Certified Financial Planner™ (CFP®) Bachelor of Arts in Economics and Accounting — University of California at Santa Barbara Professional and Civic Affiliations 2015 President of the Financial Planning Association of the East Bay Chapter Former board member of the Cancer Support Community of the Bay Area and past chair of the Investment Committee Member of the Estate Planning Council of Diablo Valley since 2010 Board of Directors at Youth Homes, Inc.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

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