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| Jerry Taylor, CLU® California |
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Jerry Taylor, CLU®, a Financial Advisor through CUSO Financial Services, L.P. (CFS) is a
knowledgeable financial professional committed to doing what is right for you and your unique
financial situation.
With over 20 years experience in financial services, he finds that listening is the best way
to uncover your needs and design a financial strategy tailored to help meet your specific goals.
Jerry is a Chartered Life Underwriter (CLU), recognized as the highest level of studies in the
life insurance profession, from the American College, in Bryn Mawr, Pennsylvania, a licensed
California Life Agent (CA Ins. Lic. #0593356) and a registered securities representative
(series 7, 6, 63, and 65) in the state of California.
He has lived in the South Bay for over 25 years, enjoys biking and skiing and is an avid cook.
If you?d like to meet Jerry in person, he is available at our California financial centers by appointment.
You do not pay for his time or advice. So, what are you waiting for? Make an appointment today.
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