Barry Mendelson

Financial Advisor & Managing Partner at Zrc Wealth Management Llc

Barry Mendelson's Professional Contact Details

Email (Verified)

****@zrcwm.com

Get Email Address

(707) 524-6131

Location

San Francisco, California, US

Company

Zrc Wealth Management Llc

Person Seniority

partner

Person Functions

finance

Barry Mendelson's Current Company Details

Zrc Wealth Management Llc

Santa Rosa, California, US • 5 Employees

investment management

Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor with offices in Santa Rosa, Walnut Creek, and Sonoma. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. ZRC manages more than $130 million for 100 families, individuals, and company retirement plans. As an independent and privately held firm, ZRC specializes in helping investors grow, manage, and protect their wealth. We develop and supervise investment portfolios designed to provide the investor with key benefits - proven asset management expertise, diversification, and liquidity - delivered with our personalized and responsive service. As a Fiduciary and fee-only â€“ ZRC places the interests of clients above all else.

Founded Year

1999

Organization Website

zrcwm.com

Organization Languages

English

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