James Zeberlein (CFP®, MBA)

James Zeberlein focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Federal Employees
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

At Medicus Wealth Planning we specialize in helping people through the process of financial independence and retirement. If you're like most people, you have several pieces of your financial plan in place — you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times in your life. It's also likely that you've never had all the pieces reviewed by someone who wasn’t trying to sell you some type of financial product. Regardless of how much money you have, we can help you address your financial concerns. I have over 30 years experience in finance and personal financial planning including retirement planning, insurance, investments and investment management and estate planning. I'm at my best when I have the chance to provide comprehensive planning. I'd welcome the chance to speak with you about what you are looking for and see how I may be able to help.

NAPFA Start Date

March 06, 2006

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This Office

699 E. South Temple St. Salt Lake City, UT 84102-1142 Phone: (801) 994-4777

Other Offices

12176 S 1000 E Ste 12 Draper, UT 84020-9734 Phone: (801) 994-4777