Meet Financial Professional Jerry R. Citarella, RFC

Jerry R. Citarella, RFCWith almost 20 years of experience in the financial services industry as a representative, trainer and presenter, Jerry R. Citarella, RFC, continuously strives to further his quest to help his clients achieve financial success and protect what is important to them. Jerry and his team work with clients to help them achieve their financial goals, while providing the education necessary to build comfortable, successful, long-term relationships. He provides retirement, estate and individual needs planning, as well as business owner services and executive benefits.

Having received many awards and certificates over the years for production as well as ethics and community involvement, Jerry has qualified for the Million Dollar Round Table — one of the most recognized awards in his industry — several times. Jerry has also recently been named to a top money management firm’s investor advisory committee for the third year in a row — a designation reserved for select financial professionals who then participate in a series of interactive forums to review, analyze and offer suggestions about strategic initiatives and opportunities for growth. Jerry ranks in the top ten percent in the field with his Broker Dealer and locally he was voted as the Best Investment Advisor in the Santa Clarita Valley for the second year in a row, by the readers of the Signal Newspaper of Santa Clarita Valley, California — an honor that Jerry cherishes the most.

The Truth Helps SeriesJerry feels quite fortunate to have his business consistently grow with new clients who have been referred by valued clientele and contacts, and is proud of the satisfaction that it implies. Jerry and his team work hard to honor their commitments, accept responsibility for their actions, and appreciate being held accountable; they also expect the same of those they serve.

In addition to having a strong focus on business, Jerry has also helped the community of Santa Clarita and its non-profit organizations in many ways. He currently serves on two boards and is on the advisory board of one of the community’s largest and oldest organizations. His work on these boards and the support of the organizations’ events have been instrumental in their success.

A strong proponent of financial education, Jerry is currently writing a series of books — The Truth Helps — to help consumers navigate their way through the financial planning process. He has also conducted educational seminars since 1992 and has been asked to speak on a national level many times. He is currently involved in a series of educational workshops that cover a variety of topics including consumer protection. These workshops are presented by Jerry as well as experts brought in from other fields that he feels will benefit his clients and associates.

Jerry and his wife, JoJo, reside in Valencia with their twin girls.

Contact Jerry R. Citarella, RFC today about our wealth management services by
calling him at (661) 255-9555 or send an e-mail.

« Return to About Us