Jerod Wurm is a seasoned financial advisor with over 20 years of experience helping clients reach their retirement planning, investment portfolio management, estate planning, and insurance strategies. As a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor (CRPC® Professional), he specializes in providing comprehensive financial services to clients in the Sacramento area. Jerod is a member of the Northern California Financial Planning Association (NCFPA) and has served on its Board of Directors.

Jerod grew up locally in Amador County and is the oldest of five kids. He married his high school sweetheart, Sherril, and together they have three children, two girls, and a boy. When he's not working, Jerod enjoys spending time in Lake Tahoe and coaching his children's youth sports teams. He has also volunteered on the American Cancer Society's Partnership Council.

Jerod's focus on retirement planning, investment management, estate planning, and insurance coverages allow his clients to have a comprehensive approach to their financial planning experience. His experience as a Senior Vice President at Morgan Stanley, a Financial Advisor at Prudential Financial, and as a CEO of Wurm & Frye Wealth Management brings deep expertise to his wealth management practice.