Medicus Wealth Planning announces the addition of Jim Zeberlein as a Registered Investment Advisor to our ranks. Jim, currently the Owner & Managing Director of Z Financial Planning, LLC in Salt Lake City, will be merging his practice with Medicus. He is a Certified Financial Planner™ (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, estate planning, and personal trust services. 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.
David K. Luke, Founder of Medicus Wealth Planning, Inc., has known Jim for almost 10 years and has worked together with him on the Utah FPA Board of Directors helping to promote financial planning in the Salt Lake area. David states “Jim would be welcome to any financial planning practice in the Valley, so we are very excited that Jim has made this decision to join our practice and bring his incredible financial planning expertise and experience. We look forward to working with him and his clients.”
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 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. During his career, Jim has received awards for business development and service working with High Net Worth clients for a major national bank. In addition, as a registered principal with a Wall Street investment firm, Jim was recognized as a top manager in the country and has also worked as a Director of Financial Planning for a local financial services firm.
He takes pride having served on the Executive Committee of the Board of Trustees for the Intermountain Research & Medical Foundation and Chairman of its Planned Giving Committee. Jim is also the Chairman of the Executive Woman’s International Investment Committee. He’s a member of the Salt Lake Estate Planning Council and frequently provides financial education to high school students as part of the Junior Achievement’s Financial Literacy program. During his career, Jim has received awards for business development and service working with High Net Worth clients for a major national bank. In addition, as a registered principal with a Wall Street investment firm, Jim was recognized as a top manager in the country and has also served as a Director of Financial Planning for a local financial services firm.
Throughout his career Jim has worked hard to provide whomever he works with the time, tools, education, and service needed to improve their quality of life and take the worry out of their financial future. He and his wife Pam have lived in Utah for over 22 years and enjoy camping, fishing and riding motorcycles with their friends and family.