Bob Berg, CFP®

Senior Vice President, Carter Financial Management


Bob Berg joined Carter Financial Management in 1988 after a successful career in executive financial management. He and his partner, son Joel C. Berg, CFP®, specialize in serving the needs of corporate executives, business owners and individuals planning for, or already in, retirement.

Bob is past president and chairman of the board for the Dallas/Fort Worth Chapter of the International Association for Financial Planning (IAFP), the largest association of financial planners in the country. He has also served on the board of the Dallas Chapter of The Institute for Certified Financial Planners.

He is a frequent leader of continuing education workshops on topics including Asset Allocation and Portfolio Management, The Basics of Financial Planning and Small Business Planning.


Active in civic and church activities, Berg is currently a trustee for the Catholic Foundation of Dallas and a committee member of the Dallas Diocesan Education Endowment Trust. He has also served on the board of the Children’s Oral Health Foundation, as well as serving as president of a YMCA chapter, a Little League baseball association, and the North Dallas/Park Cities Kiwanis Club.


Bob has been named to D Magazine’s “The Best Financial Planners in Dallas”1 for the years 2010 through 2016.


Bob graduated from Northland College with a degree in Business Administration. He holds the advanced credential “Investment Management Consultant”2, demonstrating his knowledge of planning solutions for high-net-worth individuals.