Advisor profile


My approach

James Berston - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

James Berston - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 & 66 Life and Health Insurance CA Ins. #0H05718

Interests

I enjoy golfing and especially playing new courses. I was fortunate enough to play Spyglass in January. I love to travel as well. My family and I have been extremely blessed to see the places we have seen and we look forward to many more travels. I am mostly a home body, however, and enjoy cooking for friends and family as often as possible.

My daughter has played competitive volleyball for a few years now and I love watching her play and we get to travel to see tournaments all over the country.

Community participation

I am an Advisory Board member for MEFIYI, promoting youth sports, fitness, and career development.

I am a Former Douglas high school volleyball coach. Hoping to continue in Reno where my oldest daughter plays.

I continue to be a Facilitator/guest teacher for Douglas High Business program that I have been part of from the start. It has been coupled with FBLA in the past two years and we have had huge successes in just a short time.

My passion for helping our areas youth has led me to be a Mentor/Presenter for Junior Achievement in Douglas County Schools

Previous experience

  • Financial Advisor, Edward Jones, 2010-2019
  • Private Banker II, Wells Fargo Investments, 2006-2010

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.