CONNECT

Address:

3741 Douglas Blvd Suite 310
Roseville, CA 95661

Phone:

(916) 789-8778,Toll-Free: (877) 687-4217

Fax/Other:

916-472-6776

Jerod Wurm, CFP®, CRPC®, CMFC®

Jerod Wurm, CFP®, CRPC®, CMFC®

Financial Advisor

Jerod Wurm, CERTIFIED FINANCIAL PLANNER™ professional, has been serving the Greater Sacramento area as a financial advisor since 1997. He focuses in helping clients meet their financial goals through investment planning and management. Jerod says, "I'm always here for our clients. I keep an eye on their portfolios, and I stay in touch. Most important, I take the time to understand how people feel about their money and their financial security."

Through his comprehensive wealth management approach, Jerod assists his clients with pre-retirement planning, post retirement income strategies, investment portfolio management, long term care and estate planning strategies. He often works in conjunction with his client’s existing tax and estate planning professionals. 

Jerod has earned both the Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Mutual Fund CounselorSM (CMFC®) professional designations from the College for Financial Planning.

He is a member of the Northern California Financial Planning Association (NCFPA) and formerly served on the Board of Directors for the NCFPA. 

Supporting several charitable organizations, Jerod currently serves on the American Cancer Society’s Partnership Council. 

Jerod and his wife Sherril were high school sweethearts and grew up locally in Amador County. They have three children and reside in El Dorado Hills.   Jerod can often be found on the field or on the courts coaching his children’s athletic teams.  

Professional Details
  • CERTIFIED FINANCIAL PLANNER™professional
  • Chartered Retirement Planning CounselorSM
  • Chartered Mutual Fund CounselorSM
  • Series 9, Series 7, Series 65, Series 63
  • CA Lic. 0C07678
    Life insurance, Long Term Care and Disability Insurance

Jerod Wurm, CFP® , CRPC® , CMFC®  holds the following registrations:

Securities Agent: AZ, CA, CO, FL, HI, ID, IN, MN, TX, VA, WY; General Securities Representative; Investment Advisor Representative 

Phone 916-789-8778
Fax 916-472-6776
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals