National Planning Corporation | Financial Advisor in Irvine ,CA

17848 Skypark Circle
Suite C
Irvine, CA 92614

About

My practice is focused on structuring a sound, conservative retirement plan for people looking ahead to retirement or those already there. My client base is primarily retired individuals and small business owners and professionals planning for their future retirement. I work on a combination of fees and/or commission basis. My expertise is in retirement and estate planning.

34 Years of Experience



Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Variable Annuity , Long Term Care , Life , Disability , Annuity
Financial Organization Memberships:   The Planners Network



FAQs

Jerry  W. Wilk, P.F.P.

Jerry  W. Wilk, P.F.P.

Personal Financial Planner

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My Services


Financial Advice & Consulting

As an Independent Financial Advisor, I can be objective in the advice I offer my clients. I charge no fee for an initial "get to know each other" session. Your questions are answered and I have a chance to explain how I work and how I can help. Fees and services are explained, while you learn what to expect as a client.


Portfolio Management

Like your family Doctor who refers you to specialists, I also refer the actual management of my clients investment accounts to those with the greatest expertise. I have access to some of the top Institutional Money Managers in the world, as well as top Mutual Funds. My responsility is to then keep track of your account and to be there when you have questions.


Retirement Planning

The focus of my work is on Retirement Planning, both for those working toward retirement and for those already there.


Communities Served

Aliso Viejo Anaheim
Artesia Bellflower
Brea Buena Park
Capistrano Beach Cerritos
Chino Chino Hills
Corona Corona Del Mar
Costa Mesa Cypress
Dana Point Diamond Bar
Foothill Ranch Fountain Valley
Fullerton Garden Grove
Hacienda Heights Hawaiian Gardens
Huntington Beach Irvine
La Habra La Mirada
La Palma Ladera Ranch
Laguna Beach Laguna Hills
Laguna Niguel Lake Elsinore
Lake Forest Lakewood
Long Beach Los Alamitos
Mission Viejo Newport Beach
Newport Coast Norco
Norwalk Orange
Placentia Rancho Santa Margarita
Riverside Rowland Heights
San Clemente San Juan Capistrano
Santa Ana Santa Fe Springs
Seal Beach Silverado
Stanton Sunset Beach
Surfside Trabuco Canyon
Tustin Villa Park
Walnut West Covina
Westminster Whittier
Yorba Linda

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM