Corey Berla is a CFA-designated registered investment advisor at Berla Investment Consulting, based in Alamo, CA, with 9 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 62 clients.
Compensation
Firm Size
IM Fee
Location
Alamo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Corey works as an Information Systems Analyst for the City of Walnut Creek since 2013, dedicating about half their time. This work involves managing information technology hardware and software related to server infrastructure.
Employment History
Current Registrations
Berla Investment Consulting
State Registrations1 state
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