Jerod Wurm, CFP®

Jerod Wurm, CFP®

Jerod Wurm is a Certified Financial Planner™ professional and Partner at Wurm & Frye Wealth Management, an independent wealth management practice located in Roseville, California.12 He has been serving the Greater Sacramento area as a financial advisor since 1997.2

Key Facts about Jerod Wurm

• Jerod focuses on helping clients meet their financial goals through investment planning and management.2
• He takes the time to understand how people feel about their money and financial security.2
• Jerod assists clients with pre-retirement planning, post-retirement income strategies, investment portfolio management, long-term care, and estate planning strategies.2
• He often works in conjunction with clients' existing tax and estate planning professionals.2
• Jerod has earned the Chartered Retirement Planning Counselor℠ (CRPC®) and Chartered Mutual Fund Counselor℠ (CMFC®) professional designations from the College for Financial Planning.23
• He is a member of the Northern California Financial Planning Association (NCFPA) and formerly served on the Board of Directors for the NCFPA.2
• Jerod is also a former board member of The Positive Coaching Alliance, Sacramento chapter.2

Education and Registrations

• Certified Financial Planner™ professional23
• Series 9, Series 7, Series 65, Series 63 registrations2
• CA Insurance License 0C076782
• Bachelor's degree from California State University, Sacramento2

Jerod Wurm is dedicated to providing strategic investment planning, diversified portfolio management, and trustworthy advice to individuals, families, and foundations with exceptional service and guidance.1 His LinkedIn username is @jerodwurm.3