Gerald “Jerry” Sheridan has been involved in the Financial Services profession for over 19 years as a retirement coach, tax reduction consultant, investment advisor, and insurance agent.
Mr. Sheridan focuses on being a fiduciary for his clients in asset management, retirement planning, and income distribution as well as ensuring that family and legacy beneficiaries receive maximum benefits. Jerry specializes in developing and implementing retirement and estate plans for private clients and families and focuses on capital preservation and multi-generational wealth management. He chose to be an independent advisor in order to offer his clients objective advice using the most competent methodology and investments available.
Jerry has enjoyed living in California for over 30 years. He received his Bachelor of Science degree from the University of Colorado in Boulder. He is also studying at Texas Tech University to attain a Certified Life Centered Financial Advisor designation.
Jerry also served in the U.S. Navy and traveled the world in the P3 Orion patrol plane. A plane he actually worked on is in the Smithsonian Air and Space Museum. Jerry and his wife, Joyce, enjoy traveling, watching movies, attending cultural events, Pilates, sailing and spending time with their six children and thirteen grandchildren. He also gets out for an occasional round of golf.
Before Mr. Sheridan started his financial career, he worked in or consulted with Storage Technology Corporation, Memorex, Unisys, Ecrix, Convergent Technologies, Dataquest/Gartner Group, The Santa Cruz Operation and Sun Microsystems.
“I help my clients find and keep the lifestyle they want with the money they have”.
LICENSES & ACCREDITATIONS
- Certified Life-Centered Financial Advisor
- Life/Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Tax management
- Estate Planning
- Risk management
- Education funding
- Investment Planning