Jerry S. Blakely

Jerry S. Blakely

CFP®, ChFC, Regional Vice President

Over 30 years of experience in the financial service industry is what Jerry S. Blakely, CFP® brings to the table. Clients range from those who are planning for retirement to those who are already retired and wish to preserve their wealth. Jerry is a CERTIFIED FINANCIAL PLANNER™ professional, holding the Series 6, 7, 24, 63 and 66 securities registrations (6, 7 and 24 are held with LPL Financial). Jerry also holds a Bachelor’s and Master of Arts Degree from California State University, Northridge.

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Shari San Miguel

Shari San Miguel

Practice Manager

Shari San Miguel has been teamed up with Jerry as his practice manager since June, 2001. Prior to working with Jerry, she spent approximately 25 years working in the corporate world as an executive assistant or in middle management. This experience helped Shari prepare for effectively managing the often fast-paced financial advisor’s practice of today’s world.

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Rebecca R. Beltran (Becky)

Rebecca R. Beltran (Becky)

Administrative Associate / Events Planning Manager

Becky Beltran began working with us in 2003. Cutbacks In our office from the economic downturn of 2008 caused her to leave our firm, but she happily agreed to join our firm again in 2012. Since her return, Becky handles our front office which includes greeting clients, scheduling appointments, assisting with special projects, etc. Becky’s upbeat and gracious personality is appreciated by our team and our clients.

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Krystal San Miguel

Krystal San Miguel

Production / Client Services Lead

Krystal San Miguel started working with our office, on a part-time basis, in November of 2008. Catching on quickly to processes and financial planning fundamentals was her strong suit. So impressive were her abilities, Jerry offered Krystal a full-time, permanent position in February of 2012! Krystal is production lead and handles many of the more intricate client cases.

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Christopher Lohs

Christopher Lohs

Production/Client Service Assistant

Christopher (Chris) began working on our team on a temporary basis in the latter part of 2013, after working as an office manager for a local company. Much of his work in the beginning was to assist in the production/client service area with clerical responsibilities. This was especially important as Jerry purchased the clientele of local financial advisor. Chris’ quick-study ability and his computer literacy was a great help in getting us through the process.

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