Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

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

Get to Know Jerry

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.

Read More

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Call Us To Get Started. (844) 356-4934