Joel C. Berg, CFP®

Vice President, Carter Financial Management


Joel and his father, Bob Berg, team to offer their clients sound advice in areas such as business and personal insurance needs, retirement income planning, investment planning and personal financial planning. Their relationships with professionals in every area of personal and business finance allow them to provide a comprehensive range of sound professional advice.

He is active in the leadership of the Dallas/Fort Worth Financial Planning Association, for which he serves as Corporate Sponsorship Chair.

Prior to CFM, Joel spent 13 years with GEICO insurance, where he trained, managed, and worked directly with customers and vendors in all aspects of the company.


Joel is active in civic and church activities, serving on the board of the Assistance Center of Collin County, a Plano based charity that works with disadvantaged families to stem the spiral of poverty in and around Collin County. Joel is active with coaching his son and daughter in their various sporting activities.


Joel was named one of “The Best Financial Planners in Dallas”1 by D Magazine in 2015, 2016 and 2017.


Joel is married to Dori, with whom he has two children: Jonathon and Aubrey. He enjoys music, coaching his kids’ various sports teams and playing with his puppy.