WELCOME

     Berkeley Wealth Professionals, LLC specializes in working with primarily but not exclusively doctors and physicians as well as business owners and executives in the technology, medical and transportation fields that are currently working or are retired. We have the financial management experience to direct you towards reaching your desired objectives. 
     Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs through a solutions-based approach including investments, insurance, private equity and real estate... that's the benefit of an independent perspective.
     The principals and managing partners of Berkeley Wealth have, over the last 25 years, worked for banks, insurance companies and brokerage firms.  They have seen what advice, service and products are delivered to clients in a corporate environment where the client is served on a "corporate platform" with limited specified products and services compared with that of a private, independent platform where practically the entire breadth of the products and services in the capital markets can be made available to the client.  
     Armed with the knowledge they had gained over 20 years in the financial services business, John Rissanen and David Hedges started their own independent, private practice in late 2001.