Jerry Boda

Jerry Boda Email and Phone Number

CERTIFIED FINANCIAL PLANNER (TM) @ Boda Financial Group, Inc.
Flower Mound, US
Jerry Boda's Location
Flower Mound, Texas, United States, United States
Jerry Boda's Contact Details

Jerry Boda personal email

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Jerry Boda phone numbers

About Jerry Boda

Jerry Boda is a Certified Financial Planner™ professional specializing in helping individuals and small business owners. Boda Financial Group, located in Flower Mound, TX, offers Comprehensive Wealth Management, Retirement, Investments and Financial Planning. With a passion for helping others and a love for animals, it's only fitting that so many pets (several are rescues) now call the Boda Ranch their "home." Be sure to follow us on Instagram: @doggonesmartfinancialplanners

Jerry Boda's Current Company Details
Boda Financial Group, Inc.

Boda Financial Group, Inc.

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CERTIFIED FINANCIAL PLANNER (TM)
Flower Mound, US
Website:
bodafinancial.com
Employees:
4
Jerry Boda Work Experience Details
  • Boda Financial Group, Inc.
    President & Cfo
    Boda Financial Group, Inc. May 1984 - Present
    2913 Corporate Circle, Suite 100, Flower Mound, Tx 75028
    Our business model which is built upon a values based philosophy & uncompromisable ethical standards has been servicing clients for approximately 30 years. We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service. We employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances. When you become one of our clients, you're forming a partnership with a CERTIFIED FINANCIAL PLANNER™ professional who understands your needs. You can expect to enjoy a relationship with an independent CERTIFIED FINANCIAL PLANNER™ professional who is always close at hand to offer guidance and advice based on his experience in the field. Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust. In order to facilitate this attitude, Jerry has affiliated with one of the leading independent broker-dealers as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you. Also, as a CERTIFIED FINANCIAL PLANNER™ professional , Jerry specializes in working with pre-retirees and retirees with their Comprehensive Wealth Management needs. Specialist with 401(k), 403(b), Self Employed Retirement Plans as well as Pension Distribution evaluations and recommendations. As a CERTIFIED DIVORCE FINANCIAL ANALYST™, he works closely with mediators, attorneys and individuals to present financial analysis and scenarios to support a fair division of assets which may include present value computations of pension plans.Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
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  • Sagepoint Financial
    Branch Manager
    Sagepoint Financial 1990 - Present
    See our website for our disclosures: http://www.bodafinancial.com/(scroll to the bottom of the page: for active link see Linked In contact information)

Jerry Boda Skills

Retirement Planning Strategic Financial Planning Retirement Finance Wealth Management Services Financial Services Wealth Management Investments Financial Advisory Finra Certified Financial Planner Mutual Funds Estate Planning Strategic Planning Life Insurance Wealth Long Term Care

Jerry Boda Education Details

Frequently Asked Questions about Jerry Boda

What company does Jerry Boda work for?

Jerry Boda works for Boda Financial Group, Inc.

What is Jerry Boda's role at the current company?

Jerry Boda's current role is CERTIFIED FINANCIAL PLANNER (TM).

What is Jerry Boda's email address?

Jerry Boda's email address is ja****@****nes.com

What is Jerry Boda's direct phone number?

Jerry Boda's direct phone number is +197235*****

What schools did Jerry Boda attend?

Jerry Boda attended College For Financial Planning, The University Of Texas At Austin, The University Of Texas At Austin - Red Mccombs School Of Business.

What skills is Jerry Boda known for?

Jerry Boda has skills like Retirement Planning, Strategic Financial Planning, Retirement, Finance, Wealth Management Services, Financial Services, Wealth Management, Investments, Financial Advisory, Finra, Certified Financial Planner, Mutual Funds.

Who are Jerry Boda's colleagues?

Jerry Boda's colleagues are Daniel Boda, Laurynn Lochhead.

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