Zachary BergZachary Berg, CFP®Managing DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Zachary
Zachary "Zach" Berg is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
Zach joined the firm in 2023 from First Republic, where he spent eight years working alongside his father, Barry, most recently as Managing Director and Wealth Manager. Prior to that, the team spent five years at Credit Suisse in Private Banking North America, in West Palm Beach.
Before entering wealth management, Zach worked in South Florida's commercial real estate market, helping developers, entrepreneurs and executives manage large shopping centers across the U.S. As Director of Operations for American Commercial Realty Corporation, he participated in the acquisition of more than one million square feet of commercial space.
Zach enjoys "the conversation" with clients—hearing their ideas, helping them think outside the box, offering them alternate solutions, and explaining the pros and cons of each.
Even when serving financially-astute clients, Zach credits his industry training as a CERTIFIED FINANCIAL PLANNER® professional—and devotion to educating—for pointing out blind spots in clients' financial pictures and explaining that appropriate estate planning decisions should be made sooner than later. When helpful, he can connect clients to an attorney in his network and help orchestrate their efforts.
Generously serving his community with time and resources
Zach is an active member of the Kravis Center and recently served on the Foundation Board of Florida Atlantic University and as Chair of the Investment Committee through 2023. He is the immediate past president of Take Stock in Children Palm Beach County and served on the Board of Directors for the Jewish Community Center of Palm Beach, Leadership Palm Beach County (Class of 2014) and the Young Leadership division of the Jewish Federation.
Zach "graduated twice" from Florida Atlantic University in Boca Raton, Florida with an M.B.A. and a B.A. in Political Science. He is the proud father of two adult children.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
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