Wealth Management Advisor
Jerry is a Registered Representative with WestPac Wealth Partners. His focus is on facilitating the protection, liquidity, and growth within his client’s financial lives. Jerry’s experience in helping individuals and business achieve their financial goals is enhanced by his life’s experiences. Jerry attended Florida State University. He then served as a Marine Corps officer specializing in communications in the US, Japan, and Korea. Jerry started his financial planning practice in 1985. He has started and owned several businesses providing him with a diverse business planning background that is very useful to his clients and businesses. Jerry passionately believes that his efforts help people provide not only financial security for his clients, but also a long lasting legacy for his clients, their families, and the employees of businesses for which he serves as a resource.
Jerry is a father of three wonderful daughters and grandfather of two beautiful granddaughters. He knows the importance of planning for families. In his spare time he is involved in the Greater San Diego Business Association and the San Diego Human Dignity Foundation. He likes to swim, hit the gym, sail, and bicycle. Jerry also is a reviewer for the San Diego Theatre Review.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian | CA Insurance License #0D08176|