Jerry L. Schmitt,  CFP<sup>&reg;</sup> - Financial Advisor

Jerry L. Schmitt, CFP®

CRPC

Wealth Advisor

Lincoln Financial Advisors

18400 Von Karman Ave - 400
Irvine, CA 92612
FINANCIAL ADVISOR'S WEBSITE
(949) 474-6827 CONNECT WITH Jerry
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General

Jerry Schmitt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lincoln Financial Advisors in Irvine, CA and the surrounding communities.

Financial Advisor Overview

We do Comprehensive Financial Planning helping you take your goals and objectives and turning them into a roadmap toward financial success.  Whether there is a change in your life or want to make sure all areas of asset management, wealth protection, and estate transfer are aligned to give you the highest probability of success.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: CA, OR
  • Fixed annuities: CA, OR
  • Variable annuities: CA, OR

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer

Jerry Schmitt is a registered representative of Lincoln Financial Advisors Corp. a broker dealer (member SIPC) and registered investment advisor. Jerry Schmitt is securities licensed in AZ, CA, CO, GA, HI, IA, KY, MO, NV, NC, OR, TX, VA, and WA. CRN-2439973-022619

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources