Brian Kozel, CFP®

Partner | Senior Advisor

Brian Kozel, CFP®2023-06-08T16:13:13-07:00

Brian works as a partner and senior 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.

Before 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.

He serves on the Board of the UC Berkeley Extension Financial Planning Program. In his rare free time, Brian has volunteered with organizations that promote financial literacy education in local schools and promoted statewide personal finance curriculum.

Outside the office, Brian and his wife Ashley live in North Berkeley and try to keep up with their four active children and their plethora of activities.


Education, Certifications, & Affiliations

  • B.S. in Finance and International Business, Santa Clara University
  • Chair of the Advisory Board, 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 work with my hands. That can mean gardening, woodworking, or refurbishing parts of my old house (built in 1929!). Most of my workday is collaboration and strategy with clients, so I recharge by engaging in hands-on projects.

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.

My favorite part about being an advisor is the opportunity to build relationships with a wide range of clients and help them as their lives evolve. Each client has their own story, and our work with them is tailored to match their current life stage as new questions arise, and that keeps each day interesting.

Articles by Brian

Smoky Skies

While it's natural to feel uneasy when short-term risks such as wildfires or weak corporate earnings cast a shadow over the financial markets or local skylines, history reminds us that these risks will pass with time. Financial shocks are a natural part of being a long-term investor, which is why it is important to build a portfolio that prioritizes resiliency.

A Labor Day Break

We are taking a break from our regularly scheduled reflection to begin our Labor Day weekend by closing laptops, turning off Zoom, and taking a moment to reflect on the hard work of our team. 

Space and Spinoff Innovation

Like the first in a line of dominos, public investment in large-scale scientific endeavors can start a chain reaction of innovation that benefits economic growth and sustainable development in unforeseeable and beneficial ways.

More Articles by Brian