With approximately 30 years of experience in the financial services industry—as a representative, manager, trainer, presenter and business owner—Jerry R. Citarella, Registered Financial Consultant (RFC®) and Certified Financial Fiduciary (CFF®), continuously strives to help his clients achieve financial success. Through education and support, Jerry and his team develop deep relationships with clients. In fact, he has served many of his clients for over 20 years and some families over three generations. He provides retirement, estate, family and individual needs planning, as well as business owner services and executive benefits.
A key element of Jerry’s practice is independence. Unlike advisors who are beholden to the products and interests of institutional firms, Jerry is free to serve his clients in the way he sees fit. That’s because he’s an independent advisor at an independent broker-dealer, NEXT Financial Group, Inc. This gives him more options and flexibility to serve his clients.
Jerry ranks near the top five percent of advisors at NEXT Financial Group, Inc.1, and he has been recognized for his achievements in wealth management several times by the readers of The Signal Magazine2, an honor that Jerry cherishes greatly. He has also received commendations from the California State Assembly3.
Jerry is grateful for the growth his business enjoys through the referrals of his network and valued clientele, and he is proud of the satisfaction that 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.
Apart from his financial career, Jerry also helps the community of Santa Clarita and its non-profit organizations in many ways. He has served on several 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 impactful for the organizations and personally rewarding.
A strong proponent of financial education, Jerry wrote a book, hosted a radio show, and wrote a weekly newspaper column, all under the title “The Truth Helps” to help people navigate their way through the financial planning process. What’s more, he has conducted educational seminars since 1992 and has frequently been asked to speak on a national level. He is always looking for opportunities to host or be a part of educational workshops that cover a variety of topics, especially relating to consumer protection. Jerry continually explores opportunities to benefit his clients and associates.
Jerry and his wife, JoJo, reside in Santa Clarita with their twin teen-aged girls.
1 Production is based upon GrossDealer Concession or GDC, the revenue to a brokerage firm when commissioned securities and insurance salespeople sell a product, whether it is an investment like stocks, bonds, or mutual funds, or insurance like life insurance or long-term care insurance.
3 CaliforniaLegislature Assembly Certificate of Recognition – Infinity Wealth Management. 2013 Best Investment Company
Contact Jerry R. Citarella, RFC today about our wealth management services by
calling him at (661) 255-9555 or send an e-mail.