SOURCE: DeYoe Wealth Management

DeYoe Wealth Management

April 07, 2016 10:05 ET

DeYoe Wealth Management Moves Downtown to 2150 Shattuck Avenue, Suite 700, Berkeley

BERKELEY, CA--(Marketwired - Apr 7, 2016) - Jonathan K. DeYoe of DeYoe Wealth Management, Inc., a boutique firm that provides financial planning and investment advisory services in Berkeley, Oakland, and the Bay Area, announced today that his office has moved to the heart of Downtown Berkeley.

"From our basement beginnings at my old house on 1027 Shattuck, to our previous office on the 2nd floor of 1400 Shattuck, to our new location on the 7th floor of 2150 Shattuck, DeYoe Wealth Management has literally kept moving up, up, and up," Mr. DeYoe said.

"I am looking forward to yet another exciting phase of growth in our new location. We finally have an elevator, which increases our firm's accessibility to all clients, and the Downtown Berkeley BART stops right at our front door. Our new conference room enhances our ability to offer in-house educational programs for both clients and other professional advisors, such as CPA's and Estate planning Attorneys. The expanded space also gives us the ability to grow our team. As we look to hire and train the next generation of advisors, planners and staff to meet our commitment to maintaining the highly personal service clients have come to expect, there's no better place than Downtown Berkeley for attracting the best and brightest.

About DeYoe Wealth Management
 Based in Berkeley, California, DeYoe Wealth Management is passionate about helping "citizens of the real world" pursue financial independence on their terms. The firm offers an ecosystem of advice that includes comprehensive financial planning, customized asset and risk management solutions, and emphasizes financial education tailored to meet the needs of our clients and their families. DeYoe Wealth Management is a Registered Investment Advisor.

About Jonathan K. DeYoe
Jonathan K. DeYoe, AIF® & CPWA® and the firm's President, writes regularly about "Mindful Wealth" on his blog -- Happiness Dividend. Follow @HappinessDiv.

Investment Advice and Financial Planning offered through DeYoe Wealth Management, Inc., a Registered Investment Advisor. Securities offered through LPL Financial. Member FINRA / SIPC.

Contact Information

  • CONTACT:
    Nancy Wright Cooper
    DeYoe Wealth Management
    (510) 848-0012, ext. 103
    Email Contact