The world today is very different than my parent’s and grandparent’s generation.
No longer do we graduate from college, get a lifelong job with a good company, and retire after 30 years with a nice pension and social security benefit.
Today’s families need to deal with uncertainty in many aspects of life. They need to manage their careers in a world where technology and automation can disrupt entire industries. Where families are bearing an ever-increasing share of rapidly increasing healthcare costs. Where Students are taking on a mountain of debt to pay for out-of-control education expenses when lifelong education is becoming a requirement to compete in today’s global tech-focused economy. Where individuals are becoming caretakers for aging parents who could never afford long-term care insurance. And the combination of longer life expectancies coupled with inadequate retirement portfolios can jeopardize a family’s overall financial security. It’s more important than ever to make solid financial decisions as we navigate life’s uncertainty.
My singular objective is to assist clients in managing this uncertainty and “Living” the life they envisioned for themselves and their families with confidence and financial security.
Jerry is a Retirement Income Certified Professional ®, providing personalized, objective, and tax-sensitive investment consultation to wealthy individuals, families, and business owners. His unique background in Engineering and Technology allows him to thrive with the numerous financial technology (FinTech) solutions being deployed to Advisors and their clients. This combined skill set of Technology, Investments, and Financial Planning is unique in the industry and sets him apart from other advisors.
Jerry specializes in the design and implementation of comprehensive retirement income strategies including; tax-efficient income distribution, social security integration, healthcare expense management, wealth transfer strategies, and long-term care expense. He also advises Retirement Plan Trustees and High Net Worth Clients in security selection and asset allocation.
Jerry has over 28 years of financial technology and investment experience. He is currently a FINRA Series 7, Series 63 & Series 65 licensed professional. He also achieved the prestigious designation of Retirement Income Certified Professional (RICP®) from the American College of Financial Services.
Jerry graduated from Villanova University with a B.S. degree in Engineering and an M.S. degree in Computer Engineering.
Jerry and his wife, Heidi, have three children Haley, Zach, and Cole. Jerry is a huge foodie and enjoys golf, skiing, and traveling with his family.