PROFILE WITH PUBLIC SOURCES
Bill Bockwoldt
Managing Director, Bay Area Office Lead
San Rafael, California
Business owners · MBA, CFP®, CEPA®
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Understand the firm.
Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.
Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.
People in the directory.
8 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.
Wealthspire
PROFILE WITH PUBLIC SOURCES
Blake Barr
Vice President
Seattle, Washington
Financial planning · CFP®
PROFILE WITH PUBLIC SOURCES
Eric Bernstein
Managing Director, Advisor
Melville, New York
Private markets · CAIA®
PROFILE WITH PUBLIC SOURCES
Jonathan Bernstein
Managing Director
Red Bank, New Jersey
Business owners · CFP®, CPA, PFS™, AIF®
PROFILE WITH PUBLIC SOURCES
Julie A. Back
Senior Vice President
Seattle, Washington
Financial education · CFP®
PROFILE WITH PUBLIC SOURCES
Laura Barry
Managing Director
Milwaukee, Wisconsin
Life transitions · CFP®, CeFT®, CLTC®
PROFILE WITH PUBLIC SOURCES
Marc E. Austin
Senior Vice President
West Hartford, Connecticut
Retirement planning · CFP®, CPA
PROFILE WITH PUBLIC SOURCES
Yoni Berhane
Senior Vice President
Office not confirmed, Not recorded
Wealth accumulation · CFP®
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