Jerry Vanhouten

About Jerry Vanhouten

My mission is to provide customized and holistic financial solutions to my customers with a high degree of trust, knowledge, respect and convenience. I\'m in the business of helping business owners, professionals, and families make suitable financial decisions about money in regards to their insurance, investments, mortgage finance, retirement, income & estate planning needs. My services include: Life, Health, Disability & Long Term Care Insurance 401k, 403b, IRA, Roth IRA & Private Pension Plans College Savings Programs Pension Maximization, Wealth Transfer & Estate Planning Securities and advisory services offered through Independent Financial Group, LLC, a registered investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Dr. Ste. 200, San Diego, CA 92130 CA Insurance License #07•••60 Licensed since 1989Branch Office: J ST STE M-109 - MODESTO, CA 95354Office:(209) or Toll Free:(80••••••96Specialties: Values-Based Focus. For many of Jerry’s clients, it is important that he helps them invest in harmony with their personal convictions, or spiritual values. “This is important to me too!” exudes Jerry. “A trusted adviser, who is able to synchronize your financial choices with your core values, offers the opportunity for a life of fulfillment and serenity that far exceeds that of monetary rewards alone.”

Experience

1. Financial Advisor

   Independent Financial Group, Llc

   Aug 1998 — Present

   Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. AAWM and IFG are unaffiliated entities.IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.Information provided is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Skills

• Wealth Management
• Real Estate
• Investment Advisory
• Strategic Financial Planning
• Personal Finance
• Business Strategy
• Non-Profits
• Entrepreneurship
• Leadership
• Customer Service
• Nonprofits
• Financial Advisory
• Change Management
• Tax
• New Business Development