

We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did. As partners, we are with them every step of the way.
We are a 40-year old start-up that operates dynamically in everything we do. The key is creative and critical thinking with an emphasis on new ways and problem-solving. We bring the traditional approach to the modern world and act in the best interest of our clients at all times. When our clients succeed, we succeed. Our brand stands for service and we are built to last.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did. As partners, we are with them every step of the way.
We are a 40-year old start-up that operates dynamically in everything we do. The key is creative and critical thinking with an emphasis on new ways and problem-solving. We bring the traditional approach to the modern world and act in the best interest of our clients at all times. When our clients succeed, we succeed. Our brand stands for service and we are built to last.
“We have a great story to tell, and we tell it in so many ways, both in words and in character.”
President & CEO
Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner in 2004. The company became Bedell Frazier in 2011.
Mike recently wrote a book, “Investing from A to Z”. He is the author of a weekly blog called the TGIF report. Mike has been quoted in the Wall Street Journal, Barron’s, Reuters, Bloomberg and NPR, as well as a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV.
Mike is a member of TD Ameritrade’s President’s Council, served on TD’s Advisor Panel, is a member of Schwab’s Executive Leadership Program, the University of California Alumni Association, the CNN Alumni Association and the Society of California Pioneers. He’s also an active supporter of the Children’s Health Guild, the George Mark Children’s House, and Save Mt. Diablo. Mike proudly serves on the George Mark Financial Committee. Mike has been coaching youth softball and soccer in the Bay Area for years. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki, and Brooke.
Director of Portfolio Management and Client Experience
Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.
In addition to managing portfolios, Meredith serves as Chief Compliance Officer of the firm. She enjoys staying current with industry regulations and policies.
Meredith is an active member of the Financial Women of San Francisco where she co-chairs the East Bay committee.
Meredith enjoys volunteering and is a board member and financial chair for the Marin Parents of Multiples Club. She lives in Marin County with her husband Alan and their twins Roxanne and Rex.
Director of Research & Trading, Portfolio Manager
Mike holds the Chartered Market Technician designation (CMT). Mike holds an M.B.A. with an emphasis in finance from St. Mary’s College of California. He also holds his undergraduate B.S. degree in Business Administration from St. Mary’s College. Mike joined Bedell Frazier in 2006. He became a partner in 2013. He lives in Danville with his wife Haley and their two young boys Hudson and Owen.
Advisor & Financial Planner
Debbie has a Master of Social Work degree from California State LongBeach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification.
Debbie is a member of the CFA Institute and Financial Planning Association. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.
Outside the office, Debbie enjoys spending time with her family.
Senior Financial Planner
A graduate of Western Washington University, Nancy joined Bedell in 1989. She also holds the professional designation of Chartered Retirement Planning Counselor.
Nancy regularly attends industry events to stay up to date on financial planning, estate, and tax planning strategies. She is an active member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.
Mother to two grown daughters, she is an active participant in her book club and lives with her husband in Walnut Creek.
Trader
He earned his B.A. from University of California at Berkeley with a degree in Interdisciplinary Studies and a focus on developing economies. John was a member of Cal’s 1992 NCAA Men’s Championship Water Polo Team. Outside of the office, John is kept busy raising three young sons.
Senior Operations Manager
Prior to Bedell Frazier, Maria worked as a Project Manager and Operations supervisor at Schwab over a 20-year tenure. She has a Bachelor’s Degree in Liberal Arts and Organizational Development.
Maria loves to paint and resides in Walnut Creek with her husband Nick.
Portfolio Administrator & Financial Planning Administrator
In his free time, Raj enjoys hiking with his wife and two young boys, studying fermentation science, and building furniture.
Junior Advisor
Justin earned a Master’s degree in Financial Analysis & Investment Management from St. Mary’s College of California and a Bachelor’s degree in Business Administration with an emphasis in Financial Services from San Diego State University.
In his free time, Justin enjoys traveling and staying active with cycling and officiating college baseball.
Director of Systems & Operations
Nancy has been educated in the US, Mexico and Canada. Nancy holds a Bachelor’s degree in Accounting and Finance from Tecnológico de Monterrey and a Master’s degree in Investment Management from Boston University. Also, during her studies, she completed an international exchange program with coursework in Accounting and Finance with the University of Ottawa.
Nancy enjoys meeting and working with people from different backgrounds. She enjoys traveling and spending quality time with her family. Additionally, Nancy is fluent in Spanish.
Office Administrator & Portfolio Administrator
Ayse brings her worldly background and energetic personality everywhere she goes. She and her family live in Walnut Creek.
Financial Planner
Barbara received her CFP designation from the College for Financial Planning. Her passion is to continue her life mission to help clients realize their financial dreams through sound financial plans.
Barbara resides in Auburn with her husband. They love to spend their time doing outdoor activities, traveling and with their family and friends.
Financial Planner
Thomas has an undergraduate degree in Accounting and Business Administration and a Masters in Business Administration (MBA), both from the University of Kansas. He holds a Certified Financial Planner (CFP) designation.
Thomas is a member of the Financial Planning Association (FPA) of the East Bay, having served as President of the organization in 2019. He is also very involved with the FPA NorCal Conference as a conference committee member for the last six years.
Thomas and his wife Shelly reside in Danville with their four children. Thomas has coached his children in basketball, baseball, soccer, and been a judge for his girls’ swim team.
Operations Associate
As an Operations Associate, she helps clients with service needs and requests. She delivers service with high energy, dignity and honesty.
Yezmin enjoys traveling around the world and is an avid sports fan. Baseball is her favorite sport, Go SF Giants Go! She also enjoys hiking and adventures with her family.
Thinking globally. Giving back locally.
We are making an important investment in our next generation, the community and the environment in which we live.
Contact Us
Thank you so much for your interest in Bedell Frazier. If you are interested to learn more or have any questions about our services, please fill out the form and be sure to include as many details as possible so we can best understand your needs.
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
questions@bedellfrazier.com
1-800-783-0344 | 925-932-0344
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