Broker Check
Gerald R Wilson

Jerry has been in the financial services industry since 1972. During that time he has completed the certificate programs for Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP®). For 12 years, he was Executive Vice President of one of the largest financial institutions in Hawaii. He is a member of the Hawaii Estate Planning Council, a member of the Society of Financial Service Professionals, member of the Institute of Certified Financial Planners and the Financial Planning Association. Jerry has been licensed in Life, Disability and Health insurance since 1972 and has been securities licensed since 1975. He has lived and worked in Hawaii since 1967.