James W. Zeberlein, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James W. Zeberlein, Jr. CFP®

MBA

NAPFA Registered Financial Advisor and Financial Planner

Medicus Wealth Planning

12176 S. 1000 E., Suite12
Draper, UT 84020
FINANCIAL ADVISOR'S WEBSITE
(801) 994-4777

General

James Zeberlein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Medicus Wealth Planning in Draper, UT and the surrounding communities.

Financial Advisor Overview

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 were 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. We offer comprehensive or hourly, fee-only financial advice that addresses real-life needs. Regardless of how much money you have, working together, we can address your financial concerns and help you build a more secure, enjoyable future. We don't sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. The complete focus is on what is best for you. Feel free to contact us for a no-cost, no-obligation initial consultation or visit our website at www.MedicusWealthPlanning.com for further detail.

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Financial Advisor Experience

With over 30 years of experience, I have seen a lot of changes in the financial services industry. Like most of my peers, I started off by selling financial products - primarily mutual funds and insurance. However, early on, I realized that I preferred to provide advice to my clients versus focusing on transactions and selling financial products. I earned my CFP® designation in 1994. I believe that providing financial advice in an environment that allows for an exchange of information without the obligation to sell a financial product is the most appropriate model for me.

About 12 years ago I made the commitment to develop an independent, Fee-Only practice. In 2006 I created and developed a successful solo practice-Z Financial Planning,LLC- and then merged it with Medicus Wealth Planning in late 2017. I've been a NAPFA Registered Financial Advisor since 2006 and have been the Chairman of the Utah Chapter of the Financial Planning Association after serving as President in 2005 and 2006.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA Registered F A

Insurance Licenses

  • Life insurance: UT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources