Gerardo “Jerry” Garza’s goal is to serve his clients and community by providing sound financial planning and investing guidance to ensure the success of those he serves. Jerry has been helping clients with their financial services needs for over 22 years. He works with clients at all stages of life in the areas of retirement planning, education savings, general investing as well as life and long-term care insurance needs.
Professionally, Jerry holds FINRA Series 7, 63 and 65 securities registrations as well as holding his Arizona Life and Health Insurance license. Jerry holds a Bachelor of Science in Accounting from The University of Phoenix and a Master of Science in Investment Management and Financial Analysis from Creighton University.
Personally, Jerry was born in San Antonio, TX and has lived in Arizona for over 12 years.
He has been happily married for 20 years with 4 kids including 1 NAU lumberjack! He enjoys playing golf, watching movies, and battling it out at family game night.