Financial Focus

1903 Wright Place, Suite 150
Carlsbad, CA 92008
760-431-3040

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Jerrie has been a Financial Planning Specialist at  Financial Focus since 1999.

Jerrie approaches financial planning with a common sense philosophy. While working with clients, She 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. She has been a financial planner with Financial Focus since 1999.

Jerrie is married and the mother of three. 

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CV HIGHLIGHTS

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Northern Arizona University Graduate-Major Accounting

Series 65 - Financial Focus is registered with the State of California as a Registered Investment Advisor
Series 7 and 63- Licensed Stock Broker

Insurance Licensed - Insurance and Annuities - License No. 0673849

Licensed in the State of California for Long Term Care Partnership Plans.

Currently studying at the College for Financial Planning to obtain Certified Financial Planner Certification.

Copyright 2009 - Financial Focus
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation to buy or sell any security or instrument or to participate in any particular trading strategy. Financial Focus is a Registered Investment Advisor. Securities licensed associates of Financial Focus are Registered Representatives of National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Advisor. Investment Advisor Representatives of Financial Focus and NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Financial Focus and NPC are separate and unrelated companies.