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Jerrie K.
Carli
Financial Planning Associate
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Jerrie approaches
financial planning with a common sense philosophy. While working with
clients, Jerrie has the ability to analyze their current situation and
design a plan to assist her clients in realizing their goals. Jerrie has
been in the financial planning business, specializing in retirement
planning since 1994. Jerrie has been a financial planner with Financial
Focus since 1999.
Established
- Northern Arizona University-Major
Accounting
- Series
7 and 63- Licensed Stock Broker
- Series
65 - Financial Focus is registered with the State of California as a
Registered Investment Advisor
- Currently
studying at the College for Financial
Planning to obtain Certified Financial Planner Certification.
- Insurance
Licensed - Insurance and Annuities - License No. 0B45294
- Licensed
in the State of California for Long Term Care Partnership Plans.
- Married
with three children
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