Our Qualifications

Jerry W. Wilk has been working with individuals since 1980. He uses his extensive personal and professional experience in all areas of financial services to help you plan for a secure retirement. 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 FINRA, a California Life Insurance License #0804008, and a designation of "Personal Financial Planner" P.F.P. from the University of California