NorthRock Berkeley
NorthRock Berkeley
Financial Planning & Wealth Management for Berkeley & the East Bay
As your financial life becomes more complex, your advice should evolve too. That’s why we’ve designed our Personal Office® to grow with you, helping you reach your potential and make the impact you want on the world.
Comprehensive Advice & Services. Welcome to your Personal Office®.
Your NorthRock Berkeley Team
Charlie Benziger and Audrey Grubman help corporate executives, tech professionals, entrepreneurs, and business owners navigate the complexities of equity compensation, long-term wealth planning, and integrated financial strategy in the Bay Area.
NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. Through their Personal Office® experience, NorthRock seamlessly delivers uniquely tailored advice in areas such as investments, tax, insurance, legal, estate planning, and charitable giving. For over 30 years, the NorthRock team has put the client at the center of everything they do—building lifelong relationships and delivering unparalleled advice and services, equipping clients to reach their potential.
Charlie Benziger, MBA
Advisor, Managing Director
Audrey Grubman, CFP®
Advisor, Managing Director
Alison Bowe Diessner, MBA, APMA™
Advisor, Managing Director
Courtney Horn, APMA™
Advisor, Managing Director
Steven Minkoff, CFP®
Advisor, Managing Director
Andy Czajkowski, APMA™
Associate Advisor
Erika Pedraza, CFP®, APMA™
Associate Advisor
Brad Stimpson
Associate, Advisor
Bridget Herman, MBA
Senior Director, Practice Strategy & Operations
Josh Horn
Senior Associate, Client Service
Naomi Leung
Senior Associate, Financial Planning
Jennifer James
Director, Client Experience
Kyle Tanner
Senior Associate, Client Service
Flynn Killen
Senior Associate, Client Service
Austen Clark
Advice Strategist
Carter Bertelsen, CFP®
Associate, Investment Management
Allie Plaugher
Associate, Client Service
Kat Wigle
Associate, Client Service & Office Experience Coordinator
Stacy Dixon
Senior Associate, Client Service
Connect With Our Team
One conversation can make all the difference. When you'd like to explore your options or discuss what comes next, we'd welcome the opportunity to connect.