Apella Wealth

Business details

Category
Financial Services · Financial planner
Address
2081 Center St, Berkeley, CA 94704
Phone
(415) 924-1091
Website
apellawealth.com
County
Alameda County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you're planning for retirement or looking to grow your savings, Apella Wealth offers financial planning tailored to your goals. We serve individuals and families across Berkeley and the East Bay with personalized guidance on building and protecting their financial future.

Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We take the time to explain each step clearly, so you always know what your plan is and why it matters.

Whether you're just getting started or refining an existing strategy, we're here to help you move forward with confidence.

Book online through our website.