Berla Investment Consulting is an independent investment consulting firm. Berla Investment Consulting was organized in 1984 by George Berla. Berla Investment Consulting is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940.
As an SEC registered advisor, Berla Investment Consulting is a fiduciary to its clients. We are currently the independent investment consultant on total client assets in excess of $1.4 billion.
Holds the Chartered Financial Analyst designation.
B.A., University of California, Berkeley.
M.B.A., University of Southern California.
Founded Berla Investment Consulting in 1984.
george@berlainv.com
Holds the Chartered Financial Analyst designation.
B.A., University of California, Berkeley in Computer Science.
Joined Berla Investment Consulting in 2011.
corey@berlainv.com
P.O. Box 1270
Alamo, CA 94507
(925) 947-0326 (office)
(925) 947-0523 (fax)
inquires@berlainv.com