Berndt James

Wealth Advisor

  • BIO
  • Education, Highlights & Awards

    Biography

    Berndt is an Assistant Wealth Advisor to our Office Manager. He provides customized investment strategies and comprehensive financial plans tailored to each client’s goals, specializing in retirement, estate, and tax planning strategies. Before joining IF-Hayman Capital in 2024, he worked as a Wealth Advisor at The Mather Group and as a Senior Financial Planner at Ernst & Young, where he provided personalized advice to high-net-worth clients and managed over 300 client relationships. Berndt is a Certified Financial Planner™ (CFP®) and holds a Bachelor of Science degree in Finance from University of South Florida.


    Education

    Bachelor of Science (B.S.) in Finance from the University of South Florida
    Certified Financial Planner? (CFP?)


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