North Berkeley Investment Partners provides comprehensive financial planning and investment management. Our mission is to help our clients feel comfortable and confident with the financial decisions that they make in connection with their life goals.

Explore Our Services

InvestingPlanning

Upcoming Workshops

Learn More About Our Upcoming Workshops


What's Your Story

Client Portraits

A Dedicated Team

Collectively, we have been investing professionally and providing financial planning advice since 1993. Each of our advisors brings a core expertise that helps all of our clients.

Sue Reinhold | Kate Campbell | Lisa St. Claire



Always Reflecting

Market Commentary from North Berkeley Investment Partners

Recent News

B Corp Best for Workers
We are so proud to have been named as a B Corp Best for Workers honoree this year.

Why We Are a B Corporation | Our Team