Jerry Dalo, your personal financial advisor is a firm advocate and practitioner of comprehensive financial planning process. He holds the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from the American College of Financial Services. He also holds the FINRA Series 6 and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, in addition to the California Life and Health License.
Jerry has more than 24 years of experience in the financial services industry. He has extensive knowledge in investment allocation and retirement planning, and is well versed in college planning and family protection planning.
As a retired Naval Flight Officer of over 20 years, Jerry has learned valuable lessons on proper planning by integrating solid teamwork with a commitment to excellence in order to achieve realistic goals and objectives. Jerry's military experience has transferred well to help build trust and long term personal relationships with his individual clients, thus helping each to pursue their financial and life goals.
Jerry earned a Bachelor of Science degree in Engineering from the Naval Academy in Annapolis, Maryland and a Master’s degree in Business Administration from Savannah State University in Savannah, Georgia. He is also a CERTIFIED FINANCIAL PLANNER™ candidate.
In his spare time, Jerry enjoys spending time with his wife Becky and their four children. He is a State Referee in the U.S. Soccer Federation and is active in his local church.