Jerry Sheby, CFP®
Certified Financial Planner™ Registered Representative
Mr. Jerry Sheby has been a prominent figure in the financial services industry since 1986, starting as a registered representative and insurance agent. He became a Certified Financial Planner™ (CFP®) in 1990 and has been an active member of the Financial Planning Association (FPA) Los Angeles Chapter since 1994, where he also served as Vice President of Technology for three years. In 1999, Jerry founded his own financial planning practice to offer personalized and objective services. He is currently a member of the California Society of Tax Consultants, Long Beach chapter, where he is currently serving on the board.
Jerry has been married to his wife, Susan, since 1983, and they have three married sons and four grandchildren. In his free time, he enjoys family activities, working out, playing racquetball, traveling, and woodworking.