Gerald E. Schmidt
Phone: 818-609-7575 Jerry is a Certified Financial Planner and a licensed life and disability insurance agent. Jerry entered the insurance industry in 1978, where he worked primarily in the Employer/Employee benefits area. His main objective is to identify and secure opportunities for his clientele that can accumulate wealth in order to provide high retirement income in a predictable manner. A plan of action is designed and implemented to meet his client's specific needs. Jerry has built a clientele comprised mainly of individuals, Professionals, and small business owners. Jerry graduated from California State University Northridge with a BA degree. He is a member in good standing of the International Association for Financial Planning and the Institute of Certified Financial Planners.  About Us
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Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. FMS Financial Partners, Inc. is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc. This site is published for residents of the |
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