NB TEAM MEMBERS
This team member has been quoted in the New York Times and the SF Chronicle.
Who is Ariana Alisjahbana
This North Berkeley team member has an undergraduate degree in Genetics.
Who is Kim Berger
This landmark was originally built for the Southern Pacific Railroad’s electric train line and is now a historic tunnel in Berkeley.
What is Northbrae Tunnel
Focused on projects such as renewable energy conservation or public transportation, investing in these certified fixed income products can have quite an impact.
What are Green Bonds
If confronted with a medical emergency, this client might be covering the ER that day.
Who is Aaron Goldfarb
RumTugTugger originates from this show show and belongs to this person.
What is Cats and who is Kate
This North Berkeley team member has an undergraduate degree in Accounting, while this North Berkeley team member has an undergraduate degree in Biology
Who is Shabana Shah and Debra Ellisen
Built in the 1920’s this building originally housed a bakery, a grocery store and pharmacy.
What is 1995 El Dorado Avenue (also accepted:our new offices)
This bill, passed early this year, allows many public pensioners the ability to collect Social Security benefits they were previously not entitled to receive.
What is The Social Security Fairness Act
This NB client has owns the first “farm to table” restaurant in Berkeley.
Who is Alice Waters
During the 2008-2009 financial meltdown this North Berkeley Team Member manned the phones at a Merrill Lynch office.
Who is Brian Kozel
This North Berkeley team member has a Masters degree in Media, Culture, and Society
Who is James Wilson
This business operated on the corner of Sutter and El Dorado for 36 years.
What is “Ninepatch” a quilt and sundries store
This is the amount you are allowed to give another person tax free in 2025, also known as the Annual Gift Tax Exclusion.
What is $19,000 per recipient
This NB client is spends much of his time at the Berkeley Lawn Bowling Club.
Who is Bob Schwartz.
This team member was an extra in a famous girl band movie.
Who is Matthew Gatt. [Spice World]
This North Berkeley staff member attended the first US college to admit African American students and grant bachelor’s degrees to women in coeducation programs. Name the staff member and college.
Who is Sam Wood-Bednarz and Oberlin College
This has a capacity of more than 5000 Gallons!
What is the Marin Circle Fountain
Congress created these accounts in 1996 and they are named after a specific section of the Internal Revenue code.
What are 529 accounts for education savings
Who are our first and last clients alphabetically by last name? (hint: one is a long-tenured client, while the other is newer)
Who are Abrams (Donna and Eric, signed 7/17/25) and Ziegle (Janet, signed 3/15/11)
This team member once wrote and published a book of poetry
Who is James Wilson
These two team members have degrees in Anthropology, one undergraduate and one graduate.
Who are Jena Regan and Kate King
In the 1930’s this building was a produce depot right off the railroad tracks but, in 1986 a local couple decided to open a deli.
What is “Saul’s Deli”
Under the recently signed tax bill, the Estate and gift tax lifetime exemption is increasing to this number in 2026.
What is $15M per person, or $30M per couple.
Name at least 6 clients who are also artists who have been in shows at North Berkeley Wealth (hint: there are 10 in total).
Who are Ian Cion, Giny Dixon, Carol Drucker, Lorrie Fink, Lee McCaffree, Roxanne Schwartz, Adam Wolpert, Lois Wolley, Hongnian Zhang, Wilma Wyss