Jerry is a seasoned investment advisor and professional with over 25 years of experience in financial services. This experience with a number of 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 Bachelors of Science in Business Administration and from Santa Clara University with a Masters of Business Administration. Jerry and his wife Anita live in Oakland with their daughter Alex.