Jerry is a seasoned investment advisor and professional with over 25 years of experience in financial services. This experience with several large institutions such as Wells Fargo, Union Bank and others. He has advised individuals, families, small businesses, and Fortune 500 companies regarding their investments. Jerry graduated from the University of Nebraska-Lincoln with a Bachelor of Science in Business Administration and from Santa Clara University with a Master of Business Administration. Jerry and his wife Anita live in Oakland with their dog Bailey. Their daughter Alex is a student at the University of Rochester. Jerry is a member of the National Association of Stock Plan Professionals, the Financial Planning Association of San Francisco, and a member of the Oakland Chamber of Commerce.