James Zeberlein

CFP®, MBA

Medicus Wealth Planning

CERTIFIED FINANCIAL PLANNER™ Professional

James Zeberlein

CFP®, MBA

Medicus Wealth Planning

CERTIFIED FINANCIAL PLANNER™ Professional

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Zeberlein, CFP®, MBA

(801) 994-4777

I specialize in providing fee-only comprehensive financial planning for individuals & families throughout Utah.

James Zeberlein is a Draper, UT fee-only financial planner. Medicus Wealth Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Zeberlein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

James "Jim"  Zeberlein is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA Registered Financial Advisor 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.

James Zeberlein is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Charitable Giving

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact James Zeberlein

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Office Locations:

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

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