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
A historical look at Giving Season
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 Now
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
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 NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now