Wealth Management Coordinator

Jake Berman joined FMB in April of 2017 as a senior in his undergraduate studies. Prior to FMB, he went to Westlake High School where he was a member of the California Scholarship Federation and played on the basketball team. Jake has also enjoyed giving back to the community by spending time coaching and refereeing youth basketball teams. He received his Bachelor’s Degree in Business Administration from California State University, Channel Islands in May of 2017. During his time with FMB, Jake has assisted with providing client relationship support through managing and analyzing client data. Additionally, he helps with the process of constructing comprehensive financial plans that fit each client’s risk tolerance and time frame.

 

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...