Bedell Frazier is in the business of life.
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.”
– MIKE FRAZIER
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 and Bloomberg, 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.
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.
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.
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.
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.
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.
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.
Stephanie is a member of the Financial Planning Association and Financial Women of San Francisco. Stephanie enjoys spending time outdoors with her husband Richard and their 2 dogs.
She is our meeting and event coordinator. Amber initiates new ideas for office management and has transitioned our office to a paperless environment. Amber is also a certified notary and resides in Brentwood.
Ayse brings her worldly background and energetic personality everywhere she goes. She and her family live in Walnut Creek.
BEDELL FRAZIER GIVES BACK
Thinking globally. Giving back locally.
We are making an important investment in our next generation, the community and the environment in which we live.
QUESTIONS
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