James R. Karberg, CFP®
Director of Wealth Management
James specializes in customized portfolio design, retirement income solutions, asset protection, estate maximization, long-term care and disability protection using tax optimized strategies. As a CERTIFIED FINANCIAL PLANNER™ professional with 16 years in the Financial Services Industry, James has worked for Fortune 500 companies helping high net worth and emerging high net worth clients reach their financial goals with proactive, comprehensive planning solutions.
James is a graduate of University of Nevada, Las Vegas with a bachelor’s degree in Finance, emphasis in investments. He is also a graduate of University of Miami’s Certificate in Accounting Practice program. James has passed the FINRA Series 7 and 66 exams, and holds Life, Accident and Health insurance licenses. In his leisure time, James enjoys road cycling, mountain biking, playing guitar and supporting his son’s soccer team. James and his wife Heather, have two beautiful children, Robbie and Rachel.
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