Jake Berman, MBA, CPWA®

Jake is a Partner and plays a pivotal role in supporting firm operations and fostering client relationships. He works closely with individuals and families to help them navigate their goals and execute comprehensive wealth management strategies. Jake holds a Certified Private Wealth Advisor® designation, focusing on serving the complex needs of ultra-high-net-worth clientele. This designation was administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.

Jake joined FMB in April 2017 as an intern right after receiving his Bachelor's degree in Business from CSU Channel Islands. He later earned a Master's degree in Business Administration from CSUCI. Over the years, his deep dedication and expanding expertise have grown to encompass critical investment decisions and organizational leadership.

As a Westlake Village native, Jake enjoys giving back to the community by coaching and refereeing youth basketball teams. Outside of FMB, he loves traveling and spending time with his beautiful wife, Nani. He is also an avid Los Angeles Lakers, Dodgers, and Chargers fan.