Jerry Beck, Aif, Cltc Email & Phone Number

United States

I specialize in working with educators and their families by providing financial counseling & investment services. The benefit of working with me is that I understand educators challenges and needs as they start their careers through the end of their careers and beyond. You might say, I help create a financial lesson plan for their life. Teachers have a place in my heart as my mom & sister are both teachers and work hard everyday to help our future be the best and brightest.

Worked as a financial advisor, trying to establish my own client base.

I was an insurance agent that offered auto, home, liability & life insurance. Also, offered fixed & variable annuities.

Started as a banking consultant, opening checking, savings, CD's and processing loans. Moved to a teller, then teller supervisor position to oversee regulator and sales operations at the teller windows.

I worked as a customer service representative, taking incoming customer calls and assisting customers with their questions or issues.