Certified Exit Planner
Jerry joined Integrated Financial Concepts to advise clients and educate financial advisors on the importance of financial balance in the building, enjoyment, and transfer of wealth. His clients’ increased confidence is a result of his knowledge and experience in coordinating protection and risk management with asset accumulation and wealth distribution strategies. His work with business owners enables them to obtain fair value for their enterprise in the context of an exit or succession plan that addresses business and personal financial objectives.
Prior to joining Integrated Financial Concepts, Jerry was a member of the management team at Strategies for Wealth for over 10 years, one of the region’s leading financial services counseling firms, he became an award-winning Career Development Supervisor, receiving honors for his talents in training advisors how to educate and serve clients. Since 2006 he has focused his protection and planning practice on assisting business owners, retirees, and families with special needs. Jerry understands the complexity involved when planning for non-traditional situations, including those involving illnesses, disabilities, and alternative life styles.
Jerry received his RICP® and CLU® designations from the American College of Financial Services, in addition to a Master’s in Public Finance from the City University of New York and a Bachelor’s in Political Science and Economics from the State University of New York. Jerry began his professional career in public service, serving in various capacities with the City of New York and the State of New York. During his tenure Jerry managed over $1 billion in public sector construction projects including correctional facilities and mental hygiene centers.
Jerry is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: AZ, CA, CT, DE, FL, GA, MA, NV, NJ, NY, PA, SC, and WA.
Jerry is insurance licensed in the following states: AZ, DE, FL, NH, NJ, NY, PA, SC, and WA.