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Bera Wealth Advisors

Bera Wealth Advisors Email Formats

Financial ServicesFlag of USCharleston, South Carolina, United States1-10 Employees

Bera Wealth Advisors Email Formats

Bera Wealth Advisors uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@nm.com
100%

Key Contacts at Bera Wealth Advisors

Flag of US

Chrys Kanos

Co-Founder + Private Wealth Advisor

Flag of US

Lauren Starowicz

Director Of Client Operations

Company overview

HeadquartersCharleston, South Carolina, United States
Phone number+14142711444
Website
NAICS52
Founded2021
Employees1-10
Socials

About Bera Wealth Advisors

Helping families realize and connect their financial capacity to their daily lives. The name of our firm is rooted in our commitment to service. From old Norse, the word “bera” means to carry or bear a burden. This is a reference not only to our stewardship of the assets entrusted to us but our deeper responsibility to the hopes and aspirations of our clients. We stand with them in the face of uncertainty and serve them through clear, thoughtful advisement and execution. Bera Wealth Advisors tailors each client financial plan to effectively organize and manage wealth and educate individuals and families on decision making for their best balance of spending and saving. We engage with our clients to create a proactive plan for cash flow management, investments, risk management, and planning for education, retirement, and legacy. Bera Wealth Advisors puts clients in command of their future with objectivity, analysis, and expertise.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Founder/Owner

Employees by Department

Bera Wealth Advisors has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Bera Wealth Advisors has never raised funding before.

Frequently asked questions

Bera Wealth Advisors is located in Charleston, South Carolina, US.
You can reach Bera Wealth Advisors at +14142711444.
Bera Wealth Advisors was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Bera Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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tier 1 accuracy

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