Jerry is focused on helping clients work toward their retirement dreams through a well thought out financial strategy for retirement. With more than 30 years of professional investment experience, Jerry began his career as an advisor in 1987 and has worked for several Wall Street firms, including Shearson, Lehman Brothers, UBS and others. Wanting to create a more client-first approach to portfolio management, he began his own Registered Investment Advisor firm in 2004, specializing in managing risk and creating income streams for retirees and those soon to be retired. Jerry takes pride in making complex subjects easy to understand for the average person. Jerry is a dynamic speaker. He was the host of his own radio show “yourmoneytalks” for almost 20 years. Jerry is a financial professional who can offer investment and insurance products and services. He has earned his Series 3, 6, 7, 63 and 65 securities licenses and holds annuity, life, health and long-term care insurance licenses. Jerry is regularly quoted in The Wall Street Journal, Barron’s, The Financial Times, Investor’s Business Daily, The Los Angeles Times and other media outlets. He was once nominated as Laguna Niguel’s “Citizen of the Year” and has been nominated many times as a Five-Star Financial Advisor. The former mayor of Laguna Niguel, Jerry is very active in his community. He was a volunteer coach for many years for several youth sports programs, helped coordinate fundraising walks for juvenile diabetes, and guest lectured at several local high schools, colleges and universities. Community service has been a constant over the course of his career. Outside the office, Jerry enjoys spending time with his wife of 30 years, Vicki. They have two grown children, Sierra and Jaden, and an adorable German shepherd, Gunnar.