Corey Robert Berla

Employer firm

Berla Investment Consulting CRD 112847

69 advisory clients

Reported services (Item 5G)

Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Berla Investment Consulting

Alamo, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Alamo, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Berla Investment Consulting	Walnut Creek	CA	01/2017	Present
Berla Investment Consulting	Walnut Creek	CA	05/2011	12/2016
City Of Walnut Creek	Walnut Creek	CA	07/2013	Present

01/2017 → Present

Berla Investment Consulting

Walnut Creek, CA
05/2011 → 12/2016

Berla Investment Consulting

Walnut Creek, CA
07/2013 → Present

City Of Walnut Creek

Walnut Creek, CA

Other Businesses

City of Walnut Creek Not investment related 1666 N Main Street, Walnut Creek, CA 94596 Information Technology Information Systems Analyst 80 hours/month Working on a regular basis since 2013, hourly 2007-2013 Approximately 75% of work with City of Walnut Creek is done outside trading hours. Analyst responsible for information technology hardware and software related to server infrastructure.