The Bedell Frazier Story

It Takes a Team

Wherever you want to go, Bedell Frazier is there to help you get there.

Our Company

Bedell Frazier is in the business of life. Our clients are our why.

To understand our company, it’s essential to understand our story. We are a 40-year old start-up that operates dynamically in everything we do. We are Financial First Responders. We seek out challenges to do good for others. That’s our job. That’s our professional purpose. When our clients succeed, we succeed. Success isn’t luck. It takes courage. It takes guts. It’s by design. Our brand stands for service and we are built to last.

BFIC Traveling Hat Collage - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor

“We have a great story to tell, and we tell it in so many ways, both in words and in character.”

– Mike Frazier

BFIC Traveling Hat Collage - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor

Our Approach

We do things differently. We do things dynamically.

Bedell Frazier is all about making things happen. That can-do attitude is really needed in this challenging environment. That’s how we rise amongst the crowd. Have something to show for the effort, day in and day out. The key is creative and critical thinking with an emphasis on new ways and problem-solving, and we stay ready for anything that comes our way. We don’t wing it. We make well-thought-out action plans, and we actively manage the process. We study clues. We analyze activities and actions. We study success. We find out what works and what doesn’t. Then we embrace those tactics proven to be effective.

Our Leadership

A foundation of honesty and transparency – building confidence and trust.

Mike Frazier

Mike Frazier

President & CEO
Meredith Rosen

Meredith Rosen

Director of Client Experience
Mike Harris, CMT

Mike Harris, CMT

Director of Research & Trading, Portfolio Manager

It Takes A Team

We are thinkers and we are doers.

Thomas Howard, CFP

Thomas Howard, CFP

Financial Planner
Nancy Tredwell, CRPC

Nancy Tredwell, CRPC

Senior Financial Planner
Debbie Mitchell, CFA, CFP

Debbie Mitchell, CFA, CFP

Advisor & Financial Planner
Maria Ageev

Maria Ageev

Senior Operations Manager
Justin Amit, CFA

Justin Amit, CFA

Global Portfolio Analyst
Barbara Collins, CFP

Barbara Collins, CFP

Financial Planner
John Chang

John Chang

Advisor
Nancy Espinal

Nancy Espinal

Director of Systems & Operations
Ayse Isik

Ayse Isik

Office Administrator & Portfolio Administrator
Yezmin Gomez

Yezmin Gomez

Operations Associate
Meloney Celes

Meloney Celes

Financial Services Associate

Our People

Bedell Frazier is in the Business of Life; your life. It’s evolutionary. We’re in this together. You’re our home.

Thinking Globally, Giving Back Locally.

We are making an important investment in our next generation, the community and the environment in which we live.

BFIC Partners - Mike Frazier - Meredith Rosen - Mike Harris - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

We embrace intellectual curiosity. We thirst for knowledge.

We are proud to continually be sourced by today’s top business and finance publications for our expert insights and unique financial perspectives.

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