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

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...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

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...