The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Jerry Knutson

Jerry Knutson

Financial Advisor

More about me...

Designations

CFP®, DBA, Ph.D.

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Nova Southeastern University - Doctor of Business Administration, University of Puget Sound - Master of Business Administration, University of Montana - Bachelor of Arts Political Science and Economics
CA Insurance #0G87441

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Our Staff

Anne Bell

Registered Client Service Associate

Practice Manager