For more than 25 years, Berkeley Harrison has built his career in Southern California’s financial services industry, dedicating the past 15 years to advising clients on investments and comprehensive wealth management. As Senior Director, Wealth Advisor, Berkeley brings a rich background in overseeing investment management processes from asset allocation and manager research to strategy selection and trading execution. Berkeley takes a holistic approach with clients, integrating investment strategies seamlessly into broader financial and estate plans while providing timely economic and market updates.

Berkeley’s commitment to the financial planning profession runs deep. As a CFA® charter holder, he has dedicated two decades to the CFA® Society of Los Angeles, including seven years on its board of directors and a term as president from 2007 to 2008. His bilingual capabilities in Spanish, developed during a formative exchange program in southeast Mexico through Rotary Club, allow him to serve a diverse client base with cultural competence and understanding.