Skip to content

Services
About Us
- Overview
- Our Team
- History
- Values
- Community
- B Corp
- Art Exhibits
Articles
Contact
Get Started
Client Login

Articles by Jena Regan, CFP®

Image placeholder

A Plan Built for Living

By Jena Regan, CFP®

July 17, 2026

Read More Articles, Financial Planning

Image placeholder

The Power of Starting Early: Money Moves for Teens

By Jena Regan, CFP®

January 23, 2026

Read More Articles, Financial Planning

Image placeholder

Rediscovering Certainty

By Jena Regan, CFP®

May 16, 2025

Read More Articles, Financial Planning

Image placeholder

Sandwich Generation: A Financial Balancing Act

By Jena Regan, CFP®

March 21, 2025

Read More Articles, Financial Planning

Image placeholder

Intention Amidst Change

By Jena Regan, CFP®

November 15, 2024

Read More Articles, Financial Planning

Image placeholder

The Landscape of Investment Accounts

By Jena Regan, CFP®

September 13, 2024

Read More Articles, Financial Planning

Image placeholder

Safeguarding Against Financial Scams

By Jena Regan, CFP®

May 17, 2024

Read More Articles, Financial Planning

Image placeholder

Navigating Finances, Together

By Jena Regan, CFP®

March 15, 2024

Read More Articles, Financial Planning

Image placeholder

Getting Ahead of Year-End Planning

By Jena Regan, CFP®

October 27, 2023

Read More Articles, Financial Planning

Image placeholder

Protecting the Future, Celebrating the Present

By Jena Regan, CFP®

May 19, 2023

Read More Articles, Financial Planning

Image placeholder

Moving House

By Jena Regan, CFP®

March 3, 2023

Read More Articles, Financial Planning

Image placeholder

Raising Financially Confident Kids

By Jena Regan, CFP®

October 28, 2022

Read More Articles, Financial Planning

Image placeholder

Intentional Spending

By Jena Regan, CFP®

September 23, 2022

Read More Articles, Financial Planning

Image placeholder

The Power of Being Known

By Jena Regan, CFP®

August 26, 2022

Read More Articles, Financial Planning

Image placeholder

Being a Money Person

By Jena Regan, CFP®

March 25, 2022

Read More Articles, Financial Planning

Image placeholder

Mindful Finance

By Jena Regan, CFP®

August 19, 2020

Read More Articles, Financial Planning

Join Our Newsletter

Become a friend of North Berkeley and we will occasionally send you updates on financial insights and events.

First Name

Last Name

Email Address *

1995 El Dorado Ave.
Berkeley, CA 94707

[email protected]

Monday – Friday,
9 a.m. – 5 p.m.

Tel: 510.528.5820
Fax: 510.528.0711

Follow us

Resources

Privacy
Legal
FAQ
Client Login
Form CRS
Opt-out preferences

Community

Community Engagement

Services

Investment Management
Financial Planning
Impact Investing
Fees

Company

About Us
Values
Why B Corp
Careers

© 2026 North Berkeley Wealth Management. All Rights Reserved. North Berkeley is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where North Berkeley and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and should not be interpreted to state or imply that past results are an indication of future performance. Investing involves risk and possible loss of principal capital. No advice may be rendered by North Berkeley unless a client service agreement is in place. Material presented is believed to be from reliable sources but there are no warranties, expressed or implied, as to the accuracy, completeness or results obtained from any information posted on this website.

Services
About Us
- Overview
- Our Team
- History
- Values
- Community
- B Corp
- Art Exhibits
Articles
Contact
Get Started
Client Login

Manage Consent

We use cookies to enhance your experience on our website and analyze our traffic. By clicking "Accept," you agree to our use of cookies. You can also manage your cookie preferences.

Functional Functional Always active

The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.

Preferences Preferences

The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.

Statistics Statistics

The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.

Marketing Marketing

The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

Manage options
Manage services
Manage {vendor_count} vendors
Read more about these purposes

View preferences

{title}
{title}
{title}

Search for: