Berla Investment Consulting

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Berla Investment Consulting About Us Berla Investment Consulting is an independent investment consulting firm. Berla Investment Consulting was organized in 1984 by George Berla. Berla Investment Consulting is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940. As an SEC registered advisor, Berla Investment Consulting is a fiduciary to its clients. We are currently the independent investment consultant on total client assets in excess of $1.6 billion. Who We Are George A. Berla, CFA Holds the Chartered Financial Analyst designation. B.A., University of California, Berkeley. M.B.A., University of Southern California. Founded Berla Investment Consulting in 1984. george@berlainv.com Corey Berla, CFA Holds the Chartered Financial Analyst designation. B.A., University of California, Berkeley in Computer Science. Joined Berla Investment Consulting in 2011. corey@berlainv.com Helpful Resources Investopedia (Investment Dictionary) SEC Advisor Search Morningstar (Mutual Fund Research) Treasury Yields (Daily Treasury Yields) Treasury Auction Schedule BLS (Inflation) Treasury Direct (Information about Treasury’s) FINRA Fee Analyzer FINRA Broker Check Wall Street Journal Pensions Investments (Institutional Investment News) Yahoo Finance (Stock Quotes and Financial Headlines) EBRI (401k Research) Bankrate (Saving Account Interest Rates) CFA – Chartered Financial Analyst (Program Description) Securities and Exchange Comm

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