Left to right: Barry Mendelson, Rick Clarke, Ryan Kosakura, John Davis.

From left to right: John Davis, Rick Clarke, Barry Mendelson, Ryan Kosakura.

Founded in 1999, ZRC Wealth Management, LLC is a Northern California based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. As an independent and privately held firm – ZRC specializes in helping investors grow, manage, and protect their wealth. As a Fiduciary, ZRC is dedicated to putting our clients’ best interest first.

ZRC is fee-only – meaning we are solely compensated by our clients – reducing conflicts of interest and aligning their goals with ours. With offices in Santa Rosa, Walnut Creek, and St. Helena, we serve more than 100 clients throughout Northern California and across the globe. These clients have entrusted us with more than $160 million in assets to manage.

Barry N. Mendelson, CFP®

Wealth Advisor & Managing Partner

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Barry is an independent, financial advisor and Certified Financial Planner™ – as such, he helps investors of all types define and achieve their financial goals.

Barry takes a comprehensive approach to investing and wealth management. He sees his role as helping people and companies make well-informed decisions about their investments and financial plans – providing them with greater financial independence, peace of mind, and security. For him, guiding clients through complex financial decisions is rewarding work.

Barry is a veteran financial services executive and has been in the financial services industry since 1994. Prior to joining ZRC Wealth Management in 2014, he was the Founder and President of Elevation Wealth Management in Walnut Creek, California. Over his career, Barry has worked for companies that today collectively manage more than $1 trillion, including Charles Schwab & Co., Neuberger Berman and Franklin Templeton Investments.

Barry is a trusted advisor to a diverse group of investors and serves executives, attorneys, entrepreneurs, retirees, educators, professionals and others. He is a Certified Financial Planner™ practitioner and the 2015 President of the Financial Planning Association of the East Bay chapter.

He serves on the board of the Cancer Support Community of the Bay Area and chairs the Investment Committee. A native of Northern California, Barry graduated from Campolindo High School in Moraga and earned a B.A. in Economics and Accounting from the University of California at Santa Barbara.

Barry and his wife Kristin have two young daughters that they love riding bikes, skiing and traveling the world with.

Education and Professional Certifications

  • Certified Financial Planner (CFP®)
  • Bachelor of Arts in Economics and Accounting — University of California at Santa Barbara

Professional and Civic Affiliations

  • 2015 President of the Financial Planning Association of the East Bay Chapter
  • Cancer Support Community of the Bay Area – Investment Committee Chairman
  • Member of the Estate Planning Council of Diablo Valley since 2010

Ryan K. Kosakura, CPA, CFA, CFP®

Wealth Advisor and Director of Research

Ryan has more than 20 years experience in finance, public accounting, and insurance for such companies as Deloitte, AirTouch Cellular (now Verizon Wireless), Cresenda Wireless, @Road (acquired by Trimble), Carpenter Moore (acquired by NASDAQ), and Hudson Insurance Group.

He holds the CPA (Certified Public Accountant) and CFA (Chartered Financial Analyst) designations, MBA from the University of California at Irvine and BA from the University of California at Santa Barbara. He is a member of the Financial Planning Association of the East Bay and in 2014 passed the CFP (Certified Financial Planner) examination.

Education and Professional Certifications

  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Bachelor of Arts in Economics — University of California at Santa Barbara
  • MBA — University of California at Irvine

Professional and Civic Affiliations

  • Member of the Financial Planning Association of the East Bay
  • Cancer Support Community of the Bay Area – Investment Committee

John Davis, CFP®

Client Advisor & Financial Planner

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John has been in the financial services industry since 2000 and joined ZRC Wealth Management in 2006. In 2005 he earned the Certified Financial Planner™ designation. Prior to joining ZRC, John worked for State Farm Insurance.

John is responsible for a number of important areas including money matters and trading. Additionally, he prepares investment reports and provides technical support. The needs of our clients are the focus of John’s attention and he is familiar with the working policies and procedures of our institutional partners and vendors.

John assists clients in accomplishing their goals when dealing with custodians, including distributions, transfers, rollovers, check requests, and other types of items. He accomplishes his tasks with efficiency and accuracy, and is an invaluable asset to our clients and the firm.

Education and Professional Certifications

  • Certified Financial Planner (CFP®)

Kelly Gillette

Client Advisor

Kelly joined ZRC Wealth Management in 2018. She began her career in 1992 at a small brokerage firm and later joined Charles Schwab & Co. at their San Francisco corporate headquarters in 1994 in operations. Later she became an Investment Specialist providing asset allocation advice and serving as a Trust and Estate Planning Specialist.

After taking some time off, Kelly joined a local environmental consulting firm working on zero waste initiatives; coordinating, promoting, and implementing organics and recycling diversion programs. Her work in this area lead her to recruiting executives for bio-renewable companies across the U.S. and most recently recruiting first responders for local air ambulance company REACH Medical Air Services.

Kelly enjoys getting to know clients so that she truly understands their goals and can work with them to achieve them. She assists clients in dealing with custodians such as Charles Schwab & Co. and other money matters. A native of Marin County, Kelly graduated from San Domenico High School in San Anselmo and has resided in a Sonoma County for more than 22 years. She lives in Windsor with her husband, Pat, and their 14-year-old son.

Education and Professional Certifications

  • Bachelor of Arts in Anthropology, minor in Psychology – Sonoma State University.

Richard P. Clarke, CPA, PFS

Chairman Emeritus

Rick is a Personal Financial Specialist and a member of the Financial Planning Association. In 1979, he co-founded Zainer Rinehart Clarke CPAs, one of Sonoma County’s premier accounting firms. Rick has more than 30 years experience advising clients on investment, business, and financial decisions. He earned a B.A. in Economics from Amherst College and holds an M.B.A. in finance from Wharton School of Finance, University of Pennsylvania.

Education and Professional Certifications

  • Certified Public Accountant (CPA)
  • B.A. Economics — Amherst College
  • MBA in Finance — Wharton School of Finance, University of Pennsylvania