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Jerry Boda CFP®
Boda Financial Group, Inc.
2201 Spinks Rd. |
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Jerry Boda ,CDFA®, CFP® Certified Divorce Financial Analyst® Certified Financial Planner™ Jerry Boda was recently named one of America's Best Financial Planners by The Consumers' Research Council of America.
Jerry’s vast knowledge and experience as both a CFP® and CDFA® have earned him top honors and recognition year after year within the financial planning industry. Jerry is skilled in helping clients and their attorney’s understand the financial implications of divorce. In his divorce planning role, Jerry is responsible for supporting the client/attorney in the review, analysis, and generation of financial solutions in both collaborative and traditional family law settings. Jerry has over 22 years of experience assisting individuals and business owners in financial planning, investment management, and comprehensive wealth management. In addition, Jerry is regularly sought as an experienced and trusted financial advisor to assist with: • Divorce Settlements • Early or Normal Retirement • Exercising Stock Options • Job changes, Career moves • Mergers/Acquisitions affecting 401(k) plans at work • Inheritances • Court Settlements • Sale of a Business or Property • Awards or Winnings • Maturing Certificates of Deposit (CDs) For more detailed information about Jerry Boda, CFP®, CDFA® http://www.bodafinancial.com/section2.cfm. Jerry offers a complimentary, no-obligation get acquainted appointment. Please contact Boda Financial Group for an introductory session at 972.355.4411.  |
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800.875.1760
