More than 20 years experience in the financial services industry
Graduated from the Naval Academy in Annapolis, Maryland
Enjoys spending time with his wife & children
Retired Naval Flight Officer of over 20 years
Will video conference with clients to make it easier
With more than 25 years of experience in the financial services industry, Jerry Dalo has extensive knowledge in investment allocation, retirement planning, college planning and family protection planning. As a retired Naval Flight Officer of over 20 years, Jerry has learned valuable lessons on proper planning by integrating solid teamwork with a commitment to excellence in order to achieve realistic goals. His military experience has transferred well to help build trust and long-term relationships with his individual clients, thus helping each to pursue their financial and life goals.
In addition to being a firm advocate of comprehensive financial planning, he also believes in establishing relationships in his community. When he’s not spending time with his wife Becky and their four children, Jerry may be working as a State Referee in the U.S. Soccer Federation, President of Christian Strategic Alliance or an active member in his local church.
Jerry holds the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from the American College of Financial Services. He has earned a Master’s degree in Business Administration from Savannah State University and is also a CERTIFIED FINANCIAL PLANNER™ candidate. He also holds the FINRA Series 6 and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, in addition to the California Life and Health License.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.