James W. Zeberlein

James W. Zeberlein Jr.

| CFP®, MBA

Medicus Wealth Planning

(801) 994-4777

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NOT ACCEPTING NEW CLIENTS AT THIS TIME - WILL BE AFTER FEBRUARY 1, 2018

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Hourly Planning Fee Structure
  • Women's Financial Issues

Website

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12176 S. 1000 E., Suite 12
Draper, UT 84020

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

James Zeberlein is a Salt Lake City, UT Fee-Only Financial Planner serving Salt Lake City and Utah. Medicus Wealth Planning, Inc. specializes in providing objective financial planning and investment management advice to help clients build, manage, grow, and protect their assets through life's transitions. James Zeberlein is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

James "Jim"  Zeberlein is a Certified Financial Planner ™ practitioner (www.fpanet.org) and NAPFA Registered Financial Advisor (www.napfa.org) with over 30 years of experience in personal financial planning including comprehensive financial planning, customized investment management, insurance and estate planning. He is licensed in Utah to practice as an independent Registered Investment Advisor & Insurance Consultant and is committed to working with clients on a fee-only basis.
 
While serving as an officer in the United States Air Force, Jim earned an MBA from the University of Dayton. In addition, he received his Certified Financial Planner™ designation in 1994. As a past President of the Utah Chapter of the Financial Planning Association (www.utahfpa.org) in 2005 and 2006 and Chairman of the Board in 2007, he is heavily involved in promoting the profession of financial planning. He is a past member of the Board of Trustees and Executive Committee for the Intermountain Research & Medical Foundation and past Chairman and member of its Planned Giving Committee for 15 years. Jim frequently provides financial education to high school students as part of the Junior Achievement’s Financial Literacy program.
 
Throughout his career Jim has worked hard to provide whomever he works with the time, tools, education, and service needed to “take the worry out of their financial future”. He and his wife Pam have lived in Utah for over 29 years and enjoy camping, fishing and riding motorcycles with their friends and family.
 

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What makes Medicus Wealth Planning different? We are fee-only financial advisors. We do not sell financial products or receive commissions. Our compensation is earned by providing you with the advice you are looking for to reach your goals.

Financial Planning is a process not a product. It involves proactively reviewing YOUR current situation and identifying YOUR goals. We can coordinate all areas of your financial life including taxes, investments, insurance, estate planning, retirement planning and budgeting - then help you choose the options and recommendations that will work best for YOU. After all they’re your goals. Finally, working with you, we take the steps necessary to make sure that your goals are implemented.

Contact us to schedule a free, no-obligation initial consultation. We can talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together.

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