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

Carter Financial Management has been named to D Magazine’s list of Top Wealth Managers in Dallas every year since 2015 ¹.

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.