Brian Kozel, CFP®

Partner | Lead Advisor

Brian Kozel, CFP®2021-03-30T11:35:27-07:00

Brian works as a partner and lead advisor at North Berkeley Wealth to help his clients feel confident in their financial decisions. That may include building a retirement roadmap or crafting a legacy plan that fits the personal dynamics of their family, in addition to stewarding their savings and portfolio through the uncertainties of the market. He is an integral part of the firm’s leadership, heading North Berkeley’s Advisor Team and serving on the Investment Committee.

Prior to joining North Berkeley, Brian worked at State Street Corporation on pension fund management and accounting for mutual funds. He also served in roles at Merrill Lynch and a private investment management team in San Jose.

After living in Sacramento, Brian returned to the Bay Area to be closer to family and the vibrant cities that make up this cultural hub. He volunteers with organizations that promote financial literacy education in local schools as well as statewide financial education curriculum development. Brian serves on the Board of the UC Berkeley Extension Financial Planning Program.

Outside the office, Brian and his wife Ashley live in North Berkeley and try to keep up with their three active children, Liam, Evelyn, and Pierce.


Articles by Brian

Innovation Begins with Investment

In a showing of bipartisan support, the US Senate voted for the Innovation and Competition Act. It provides widespread support for research and development in technology and science, representing a long-term view that will hopefully drive needed patterns of change.

Education, Certifications, & Affiliations

  • B.S. in Finance and International Business, Santa Clara University
  • Chair of the Advisory Board for the UC Berkeley Personal Financial Planning program
  • Member, Financial Planning Association (FPA)

The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

More About Brian

Outside of work I like to…
spend time woodworking and exploring via photography. Most of my day is strategy work with clients, so I recharge by engaging in hands-on projects (when I’m not busy taking my kids to events!). Getting dirty and having a creative outlet are important parts of life, and I find comfort in precision tools, craftsmanship, and using my camera as an excuse to explore the vast array of people and places in the Bay Area.

The best advice I ever received was…
that “A society grows great when old men plant trees, whose shade they know they shall never sit in.” I have the privilege of helping people think about their life, long-term investing, and their financial legacy – but we still must take action and plant the seeds in the present. It is this balance of deliberate planning and tangible actions that led me to financial advising and impact investing and keeps me learning still.