Skip to main content
James Berge

James Berge


Through my years in estate planning practice and tax return preparation, as well as my own personal family journey, I have gained tremendous insight into the emotional and financial situation that my clients are facing. I go beyond the theoretical to real-world experience to make sure your wishes are made clear and any potential conflict is avoided.

I have over 25 years of experience as an attorney, a master’s degree in tax law and am Certified Public Accountant (CPA) in California.

Meet the rest of our team

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.