Our Qualifications

Jerry W. Wilk has been working with individuals for 26 years. He uses his extensive personal and professional experience in all areas of financial services to help you pursue your goals. Jerry holds multiple professional designations and is licensed to sell a variety of financial products. 

Jerry holds both series 7 and 24 licenses from the National Association of Securities Dealers, a California Life Insurance License #0804008, and a designation of "Personal Financial Planner" P.F.P. from the University of California