James R. Karberg

CFP® | Principal, Wealth Management

20+

Years

Total Experience

Specializing In:

  • Wealth Management
  • Financial Planning
  • Life, Accident, and Health Insurance

 

Education:

Bachelor of Science in Business Administration with an emphasis in Finance from the University of Nevada, Las Vegas

Meet James

James is a dedicated and results-oriented financial advisor who specializes in developing tailored and tax-efficient wealth management strategies for his clients—from custom portfolio design to estate maximization, retirement income solutions, and long-term care and disability protection. With a keen eye for detail and by staying current with the latest industry trends and regulations, he aims to deliver professional guidance that empowers individuals and families to make informed decisions that lead to financial growth and lasting prosperity.

Prior to joining REDW, James was a principal with Phoenix-based Hatcher Financial, PC, which joined forces with REDW in 2024 to better serve their combined clients in all markets. He has also worked for Fortune 500 companies as a financial consultant to high-net-worth and emerging high-net-worth clients.

Professional Qualifications and Memberships

As a CERTIFIED FINANCIAL PLANNER™ professional, James helps clients reach their financial goals with proactive, comprehensive planning solutions. He also holds Life, Accident, and Health insurance licenses.

Connect with James