Jerry Iacangelo has been dedicated to helping individuals and families with their financial planning since 1977. With a strong background in math and a passion for helping others, Jerry attained his insurance license early in his career and later earned his securities license in 1985. As a process-oriented advisor, Jerry ensures that every aspect of a client’s financial plan—income, tax, investment, health, and estate planning—is carefully coordinated for a secure, sustainable retirement. He operates as a fiduciary, meaning his recommendations are always in the best interest of the client.

In addition to his financial planning expertise, Jerry is a College Planning Expert and understands the critical impact of how families pay for college. He helps clients navigate college funding while ensuring they don’t overpay, freeing up more resources for retirement savings. Jerry is also a Registered Investment Advisor (at the federal level) and brings decades of experience to help clients achieve their financial goals.

Jerry is married to Irina, a native of St. Petersburg, Russia, and they have a daughter, Arina, who works in the field of education. When not working, Jerry enjoys traveling and ballroom dancing, which helps him maintain a balanced and fulfilling life.