Jake Berman, MBA, CPWA®
Director of Advisor Services
Jake specializes in portfolio management, assisting with portfolio design, investment strategy, and tax loss harvesting. Through a liability-driven approach, he helps with the process of constructing comprehensive financial plans that fit each client’s priorities and time frame. He also oversees the continuity of advisory services and communication. He 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. Throughout his time at FMB, he has developed a wide range of skills and experience, which has led to an expanded role in assisting in high-level investment decisions and organizational consistency.
As a Westlake 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.