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Jerry Whitmire

CEO, Author, Educator

Jerry works to help clients and their families prepare for retirement by focusing on education and safe money solutions. With more than 15 years of experience in the financial services industry, Jerry started his own firm in 2011 to help clients maximize their financial potential by developing plans that fit their individual needs and goals. “We help to alleviate stress clients have and find the right fit instead of doing what’s popular or trendy,” he says.

Jerry’s goal is to educate clients by making complex issues simple and easy to understand so they feel confident and comfortable approaching retirement. “I dedicate myself to optimizing each client’s financial future,” he says.

As part of that goal, Jerry wrote the book, The Retirement Endgame, which he offers free to clients and the public.

Jerry also serves as Arizona Regional Director for the nonprofit educational organization called The Foundation for Financial Education (F3E), a 501(c)3 dedicated to providing free educational resources about retirement to the public.

Jerry is a financial professional, author and educator who offers an array of financial products and services to help people with retirement. He received a bachelor’s degree in business management from Arizona State University. While there, Jerry played two college sports and twice received All-American honors.

Outside of the office, Jerry enjoys spending time with his family.

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