Jerry realized that his lack of financial literacy was not by choice. It's because personal finance was not taught in school or in his community.
As a first-time wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-time wealth building families, inspiring a distinctive approach to financial guidance.
His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear.
Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues.
Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had.
He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other first-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders.
Jerry is on a mission to empower first-time wealth building families to take control of their financial futures.
In 2023, Jerry decided to pursue his MBA with concentration in Financial Management and other certifications, and estimates to finish by early 2025. Jerry feels a big responsibility to provide the best value and empower his community. It's not just about ensuring the well-being of their families; it's about enabling them to make informed decisions and turn their dreams into reality.