About Berry Financial

Berry Financial & Insurance Solutions is a full-service financial and insurance services firm, providing strategic wealth planning and investment management for individuals. Services also include business consulting, employee benefits, and retirement plan advisory services for nonprofits and small businesses.

The firm was established by James Berry, who has sharpened his expertise in the financial and insurance industries since 2006. James and his team are here to meet your goals. Contact us for a consultation.


Our Team


Berry Financial & Insurance Solutions is owned and operated by James Berry, a financial enthusiast with over 15 years of experience who has a passion to go the distance to help his...

Client Service Associate

Lauren was born and raised in Sonoma County.  She completed her associate degree at Santa Rosa Junior College in Social and Behavioral Sciences.  She had a career in Dentistry and...

How Can Berry Financial Help You?

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