Joel C. Berg, CFP®

Vice President, Carter Financial Management

Professional

Joel and his father, Bob Berg CFP®, 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.

Joel serves on the Carter Financial Management Team and co-chairs Carter Education Partners. Prior to CFM, Joel spent 13 years with GEICO insurance, where he trained and managed teams and worked directly with customers and vendors in all aspects of the company. 

Service

As an active member of the DFW Chapter of the Financial Planning Association (FPA), Joel recently served 5 years as the corporate sponsorship chair and continues to serve on the sponsorship committee. He also serves 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.

Awards 

Joel has been named one of “The Best Financial Planners in Dallas”1 by D Magazine every year since 2015.

Personal

Joel and his wife Dori have two children. He enjoys live music, reading professionally and for fun, and spending time with his family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The final list is selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviews the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. Raymond James is not affiliated with D Magazine. The inclusion of a financial advisor or practice on the list should not be construed as an endorsement of the financial advisory practice by the D Magazine. Raymond James is not affiliated with any of the above-mentioned organizations.

Raymond James is not affiliated with the organizations listed.