Financial Advisory Services Agreement Lawyers for Berkeley, California

Need help with a financial advisory services agreement in Berkeley, California?

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Meet some of our Berkeley Financial Advisory Services Agreement Lawyers

Rhea d. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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5.0 (83)
Member Since:
April 12, 2023

Rhea d.

Attorney
Free Consultation
San Francisco Bay Area, California
29 Yrs Experience
Licensed in CA DC
University of Utah

Rhea de Aenlle is a business-savvy attorney with extensive experience in Privacy & Data Security (CIPP/US, CIPP/E), GDPR, CCPA, HIPAA, FERPA, Intellectual Property, and Commercial Contracts. She has over 25 years of legal experience as an in-house counsel, AM Law 100 firm associate, and a solo practice attorney. Rhea works with start-up and midsize technology companies.

Recent  ContractsCounsel Client  Review:
5.0

"Rhea is very knowledgeable, responsive, and a pleasure to work with. She provided excellent guidance throughout the MSA and BAA process, and I highly recommend her services."

Dolan W. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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5.0 (669)
Member Since:
September 8, 2024

Dolan W.

Attorney
Free Consultation
San Diego, California
10 Yrs Experience
Licensed in CA
Purdue Law School

You need a lawyer who's more than just knowledgeable – you need someone who's on your side. That's where I come in. I'll be there every step of the way, offering clear communication and proactive solutions. Whether you're starting a business or navigating a complex legal matter, I'll help you make informed decisions and achieve your goals. I also have drafted many templates to save you money. Just use this link - https://www.contractscounsel.com/client/lawyer-profile/3764#Templates Why Choose Me? I put you first I'm proactive I'm efficient I'm accessible

Recent  ContractsCounsel Client  Review:
5.0

"Dolan has been really great to work with and knew exactly what I needed for my Terms of Service and Waiver for a fitness application. He has been very responsive, answered my questions thoroughly, and provided great suggestions to help me start my business. I look forward to working with him in the future."

Sarah S. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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5.0 (17)
Member Since:
June 19, 2023

Sarah S.

Principal Attorney and Founder
Free Consultation
Los Angeles, California
22 Yrs Experience
Licensed in CA
Loyola Law School

With 20 years of transactional law experience, I have represented corporate giants like AT&T and T-Mobile, as well as mid-size and small businesses across a wide spectrum of legal needs, including business purchase agreements, entity formation, employment matters, commercial and residential real estate transactions, partnership agreements, online business terms and policy drafting, and business and corporate compliance. Recognizing the complexities of the legal landscape, I am dedicated to providing accessible and transparent legal services by offering a flat fee structure, making high-quality legal representation available to all. My extensive knowledge and commitment to client success establishes me as a trusted advisor for businesses of all sizes.

Recent  ContractsCounsel Client  Review:
5.0

"Sarah was extremely helpful in making me contracts that I needed for wholesaling real estate. Also gave me all the licenses I needed for my business and answered all my questions on information I was unsure of in the business. Will definitely only be going to Sarah for any of my legal needs."

William B. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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4.8 (53)
Member Since:
May 23, 2025

William B.

Attorney
Free Consultation
Glendale, CA
5 Yrs Experience
Licensed in CA
Southwestern Law School

Attorney based in Southern California (for in-person matters), taking clients globally/remotely for CA-specific and Federal legals needs. Owner and operator of Alchemist Attorney, Inc. (www.alchemistattorney.com).

Recent  ContractsCounsel Client  Review:
5.0

"Attorney William is very responsive, on time, knowledgeable for his field, and very friendly. I have a great time working with him as he is very reliable and attentive. I would highly recommend attorney William for your consideration. Thank you, Amina"

Curt B. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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5.0 (4)
Member Since:
March 25, 2023

Curt B.

Managing Partner
Free Consultation
Los Angeles, California
12 Yrs Experience
Licensed in CA DC, FL, MI, OR
UCLA School of Law

Curt Brown has experience advising clients on a variety of franchising, business litigation, transactional, and securities law matters. Mr. Brown's accolades include: - Super Lawyers Rising Star - California Lawyer of the Year by The Daily Journal - Pro Bono Attorney of the Year the USC Public Interest Law Fund Curt started his legal career in the Los Angeles office of the prestigious firm of Irell & Manella LLP, where his practice focused on a wide variety of complex civil litigation matters, including securities litigation, antitrust, trademark, bankruptcy, and class action defense. Mr. Brown also has experience advising mergers and acquisitions and international companies concerning cyber liability and class action defense. He is admitted in California, Florida, D.C., Washington, Illinois, Colorado, and Michigan.

Recent  ContractsCounsel Client  Review:
5.0

"I was very impressed with the responsiveness and knowledge brought to my situation."

Kandil O. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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Member Since:
February 9, 2023

Kandil O.

General Counsel
Free Consultation
Paris
12 Yrs Experience
Licensed in CA
ULH2 - master degree in business law

A business law practitioner by passion, I take pride in the perfection of my contracting Skills. Every piece of information I gather and spin together transforms to a legally binding document, providing great legal protection for start-ups and leading to eventual growth. I am a natural in law and entrepreneurship, making for a perfect blend.

Moxie M. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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Member Since:
February 11, 2023

Moxie M.

Employment Lawyer
Free Consultation
Los Angeles, CA
16 Yrs Experience
Licensed in CA FL, OH
Stetson University College of Law

Lindsey has always been deeply invested in the power of knowledge; she was born and raised in Columbus, Ohio before making her way to Miami University for a dual Bachelor's degree. Afterward, Lindsey completed a Juris Doctor at Stetson University with an International Law concentration before earning a Health & Hospital law Certificate from Seton Hall School of Law. After graduating law school, Lindsey began her career as an associate at a Florida-based insurance litigation firm. She eventually transitioned to become a multi-year Rising Star in Employment Law by Super Lawyers as a labor and employment lawyer with Scott Wagner and Associates, supporting clients in Florida, California & Ohio with employment law matters. Her expertise covers counseling on workplace policies/handbooks; investigations into EEO discrimination/retaliation claims; wage disputes & wrongful terminations - equipping employees across multiple states for success in the ever-changing modern workforce landscape. Leveraging extensive knowledge of state/federal regulations gained from handling dozens of cases over many years, Lindsey has established herself as a leader in the field. Lindsey is a seasoned litigator, well-versed in the complexities of employer and employee disputes. She has represented clients on both sides during numerous mediations and provides an informed perspective when advocating for her clients' interests. She sharpened her dispute resolution skills by completing Harvard Law School's Negotiation Mediation course as part of their Executive Education Program as well as a Florida Circuit Civil Certified Mediator - making her qualified to mediate Circuit Civil cases in Florida as well as California and Ohio. Her breadth of knowledge provides valuable insight into the complexities each side faces while navigating their way through conflict mediation situations. With her varied expertise in the world of entertainment industry employment law, Lindsey has become a go-to source for Hollywood professionals, studios, and companies looking to make sure their legal considerations and entertainment contract law knowledge is up to date. From contract negotiations and employment advice to her outstanding knowledge of current regulations, she provides clients with everything they need for success both now and into the future. Lindsey dedicates her time and expertise to advancing the legal community. She proudly serves on the Executive Council for Florida Bar Association Labor and Employment Section, as well as with American Bar's Membership Outreach Committee in a leadership role. Lindsey is also an respected LA Magazine Editorial Board Member while Co-Chairing both LACBA CLE Event Dinner Committees - focusing on labor and employment law developments. Lindsey is passionate about providing accessible legal services to those in need. She serves on the Pro Bono Mediation Panel for the U.S Central District Court of California, volunteers as a mediator with California Lawyers for Arts and acts as Settlement Officer with Los Angeles Superior Court's ResolveLA program - all while donating her time towards resolving disputes through pro bono mediation at Equal Employment Opportunities Commission (EEOC). Lindsey is a globetrotter, an outdoor enthusiast, and dedicated sports fan all rolled into one. While splitting time between California, Florida and Ohio she has the best of three world - from hiking trails to family gatherings there's always something interesting on her horizon! Plus with photography as a hobby Lindsey enjoys capturing life’s precious moments so they can be treasured for years to come.

Debra G. - Financial Advisory Services Agreement Lawyer in Berkeley, California
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Member Since:
March 24, 2023

Debra G.

Business and Real Estate Attorney, 38 years
Free Consultation
Orange County, California
40 Yrs Experience
Licensed in CA
Loyola Law School, Los Angeles

I have been a business and real estate attorney for 38 years. I handle both transactional and litigation matters.

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Frequently Asked Questions

How do I hire a lawyer to draft a financial advisory services agreement in California?

Lawyer Reviews for Berkeley Financial Advisory Services Agreement Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

Arizona
Premium
Review
Investment Advisory Contract
ContractsCounsel User

Financial planner contract

5.0

"Allen was very thorough and explained everything in a manner we could understand. He was not only knowledgeable on contracts but financial contracts and potential issues. I will not hesitate to retain Allen for future projects."

Reply From Allen L.

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Virginia
Review
Investment Advisory Contract
ContractsCounsel User

Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

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Recent Project:
Investment Advisory Contract Review
Location: California
Turnaround: Less than a week
Service: Contract Review
Doc Type: Investment Advisory Contract
Page Count: 15
Number of Bids: 7
Bid Range: $400 - $1,150
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