Gerald R. Wilson, CLU, ChFC, CFP
Financial Advisor
Jerry is currently President of Hawaii Financial Store, Inc. He has been in the financial services industry since 1972. During that time, he has completed the degree programs for Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP). For 12 years, he was an Executive Vice President with one of the largest financial institutions in Hawaii. He a past president, director and member of the Hawaii Estate Planning Council and Society of Financial Service Professionals. He is an advisory board member for the National Christian Foundation/Hawaii, and a member of The Financial Planning Association.
College major was civil engineering with a minor in math. Jerry has lived and worked in Hawaii since 1967. For fun and relaxation, he plays golf at least once a week at the Oahu Country Club, where he is a 2 time past club champion and a 3 time past senior club champion.
I am currently single and have 3 grown children that all live and work in various parts of California.