Veteran Accounting and Financial Services Executive Rob Anderson, CPA, CFP®, CVA joins Elevation Wealth Partners, LLC as a Wealth Advisor
Walnut Creek, Calif. – October 1, 2023 – Elevation Wealth Partners, LLC (Elevation Wealth Partners), a leading independent wealth management firm with offices in Walnut Creek, Petaluma, Santa Rosa, and Tahoe City, today appointed Robert Y. Anderson as Wealth Advisor. Mr. Anderson joins Principal Barry Mendelson, CFP, Kevin Goulding, CFP, and Ryan Kosakura, CFA, CFP in providing exceptional service to private clients and retirement plans. Mr. Anderson is currently the President of Northgate Advisors in Concord, California and will be merging his firm into Elevation Wealth Partners. “I’ve been impressed with Rob’s integrity, expertise and energy. His nearly 40 years of industry experience deepens the breadth and depth of the expertise we can offer clients,” says Barry Mendelson.
Elevation Wealth Partners provides comprehensive wealth management, focusing on investment management and financial planning, including retirement, estate/wealth transfer, income tax and charitable giving strategies. The newly combined firm serves clients throughout the United States, with the majority concentrated in Northern California. Mendelson adds, “I admire how Rob serves business owners and high-net-worth investors. Our consultative approach to client relationships is very similar and it will be a pleasure getting to know his clients and their needs.”
About Elevation Wealth Partners, LLC
Founded in Founded in 1999, Elevation Wealth Partners, LLC is a Northern California-based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. Today Elevation Wealth Partners serves clients in 19 states and three foreign countries. For clients and prospective clients that wish to meet in-person, Elevation Wealth Partners has offices in Walnut Creek, Santa Rosa, Petaluma,and Tahoe City. Elevation Wealth Partners is a fiduciary, fee-only firm.
About Robert Y Anderson, CPA, CFP, CVA
Rob has more than four decades of experience advising individuals and businesses in wealth management, tax planning, accounting, succession planning, and real estate investments. Prior to joining Elevation Wealth Partners in 2023, he ran his own investment firm, Northgate Advisors, and worked at other local investment management firms. Rob began his career in public accounting and remains the principal of his eponymous CPA firm.
About Barry N Mendelson, CFP
Barry is the managing member of Elevation Wealth Partners, a fee-only Registered Investment Advisor. In his nearly 25 years in the industry, he has worked for companies that today collectively manage more than $1 trillion, including Charles Schwab & Co., Neuberger Berman and Franklin Templeton Investments. Barry is a Certified Financial Planner™ practitioner and a past President of the Financial Planning Association of the East Bay. A former board member of the Cancer Support Community of the Bay Area and past chair of its investment committee, Barry now serves on the Board of Youth Homes. A native of Northern California, Barry graduated from Campolindo High School in Moraga and earned a B.A. in Economics and Accounting from the University of California at Santa Barbara.
Contact:
Barry Mendelson
(925) 962-5600
barry@zrcwm.com
www.zrcwm.com
