Jerry A. Wade, ChFC®, ChSNC®, CASL®, RICP®, LUTCF

As a Financial Planner and Special Care Planner at On Point Strategic Planning, Jerry believes intentional decision making, backed by knowledge, builds a solid foundation where you can grow, thrive and live with confidence. His goal is to provide families and business owners with assistance in building their financial freedom. He has spent the last 14 years passionately helping business owners, families and families who have dependents with developmental or physical disabilities secure greater futures for themselves and the individuals they love. Jerry’s dedication comes from personal experiences which allows him to fully comprehend the complexities families and business owners face.

AREAS OF FOCUS

EDUCATION:

• University of Toledo
• Middlesex Community College

PROFESSIONAL DESIGNATIONS

• Life Underwriter Training Council Fellowship - American College
• Chartered Advisor for Senior Living – American College
• Retirement Income Certified Professional – American College

PROFESSIONAL & COMMUNITY ASSOCIATIONS:

• Served United States Air Force 1986-1990
• Member of New Jersey Veterans Chamber of Commerce
• Member of AMVETS
• Member of The American Legion
• Member of Toms River Elks Club
• Board Member, Junior Achievement, a global non-profit dedicated to inspiring and preparing young people to succeed in a global economy

LICENSING INFORMATION:

• Completed FINRA Series 6, 7, 63 & 65
• CA Insurance Lic #0L06036
• Security registered CA, DE, FL, GA, KY, NC, NJ, NY, OK, PA, SC, VA & WA
• Life and Health Insurance, Variable Annuity CA, DE, FL, MD, MI, NC, NJ, NY, OK, PA, VA & WA