San Diego, CA West Broadway Office

Erick Von Berge is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes roles at Von Berge Wealth Management Group, Laurel Wealth Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is based in San Diego, CA. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Elliot James is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Entrewealth, LLC. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party and direct security selection, and providing access to alternative and private market solutions for qualified clients.

Alexander Urbanek is a CFP® professional with five years of experience in financial advisory. He currently works at Cerity Partners LLC and has prior experience at Von Berge Wealth Management Group, LLC and Mariner Wealth Advisors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework integrating proprietary screening, manager selection, and access to alternative and private market solutions.

Isabel Quinn is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, she worked at Private Wealth Partners, LLC and has been involved with the Marin Country Club and Some Like It Hot Yoga & Boutique. Cerity Partners serves a diverse client base that includes individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management solutions with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and access to alternative and private market investments through affiliated platforms.