Jerry S Blakely

With a career spanning more than 41 years in the financial services industry (since 1983), Jerry Blakely brings a wealth of experience and expertise in financial planning. Jerry’s previous roles include corporate consultant and director of sales training at a major RIA firm, where he provided strategic guidance in sales training to enhance the performance of financial advisors.

Prior to that, he founded, developed, and sold a multi-million-dollar financial planning practice. Having extensive experience in planned charitable gifting, financial planning,
investments, wealth management, and financial risk management, Jerry brings his CFP® certification, CLU® and ChFC® designations, and multiple FINRA registrations to the training table as an adjunct faculty member of the College for Financial Planning.

Jerry resides with his wife Doris and their pet boxer Ruby Joy in Oceanside, CA, where he enjoys the beach life.