Joel Berg, CFP®

Financial Planner at Carter Financial Management
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US
Skills

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    College for Financial Planning
    Aug, 2013
    - Nov, 2024

Experience

  • Carter Financial Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Oct 2010 - Present

      Comprehensive Financial Planning and Wealth Management Comprehensive Financial Planning and Wealth Management

  • GEICO
    • United States
    • Insurance
    • 700 & Above Employee
    • Insurance Sales/Claims
      • Jul 1997 - Aug 2010

      Sales, Service, and Claims Department experience. Managed and trained associates with an emphasis on customer service and individual insurance needs and assistance. Sales, Service, and Claims Department experience. Managed and trained associates with an emphasis on customer service and individual insurance needs and assistance.

Education

  • Southern Methodist University
    Professional Certification, Financial Planning
    2011 - 2012
  • Aurora University
    Bachelor of Business Administration (B.B.A.), Finance
    2006 - 2008
  • Plano Senior High School
    1986 - 1988

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