Joel C. Berg

CFP®
Financial Advisor
Carter Financial Management

jberg@carterwealth.com

Joel and his father, Robert Berg, CFP® work together on the Berg Team. Together, they are able to offer their clients sound advice in areas such as business succession, business and personal insurance needs, retirement income planning, investment planning and personal financial planning. Their relationships with experts in every area of personal and business finance allow them to provide a comprehensive range of sound professional advice.

In 2016, Joel was named by D Magazine as one of “The Best Financial Planners in Dallas”1. He is active in the leadership of the Dallas/Fort Worth Financial Planning Association serving as Corporate Sponsorship Chair for the past 2 years.

Prior to CFM, Joel spent 13 years with GEICO insurance training, managing, and working directly with customers and vendors in all aspects of the company including service, sales, and claims.

Joel is active in the community as well and serves on the board of the Assistance Center of Collin County, a Plano based charity that helps families through difficult times by working with them to attempt to stem the spiral of poverty in Collin County and the surrounding areas. Joel has also been active with Team in Training and coaching his son and daughter in their various sporting activities.

Joel graduated from Aurora University with a business administration degree and completed his CFPO certification program through Southern Methodist University.

Joel is married to Dori, his wife of 13 years, and has two beautiful children, Jonathon and Aubrey.

1 Voted upon by certified members of the DFW Chapter of the Financial Planning Association (based upon service quality, AUM and regulatory records) and published in D Magazine.