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 Advisors Blog

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...

The Impact of Inflation

6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...