Jerry  W. Wilk, P.F.P.
National Planning Corporation

Tel: (949) 250-9990
17848 Skypark Circle
Suite C
Irvine, CA 92614

About National Planning Corporation

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.


General Information

Firm Start Year:   1980
States Licensed in:   Ca, Az, Co,Hi, Id, Md. Nv, Or, Tx, Wi
Number of Years with Current Firm:   15


Services

Investment Types:   Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Stocks , separately managed accounts , Insurance , Mutual Funds
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

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


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000 plus
Compensation Methods:   Commissions , Based on Assets , Flat Fee
Additional Details on Charges:   I work on a Flat Fee, and/or Commission basis


Board Positions

Organization:  The Planners Network
Position :  Board of Directors
Duration :  April 2013-Currently holding


Education

BS - Zoology  Cal Poly Universty - Pomona, Ca
-April 1969

MS - Counseling  Cal State University - Fullerton, Ca
-April 1972

Certificate in Personal Financial Planning - Personal Financial Planning  UC Irvine - University of Calif. Irvine
April 1984-December 1987



Disclaimer

Any information in the articles are the opinions of the respective authors and does not necessarily constitute an endorsement by NPC of The Planner's Network. Securities and advisory services offered through National Planning Corporation (NPC) Member FINRA/SIPC, a Registered Investment Adviser. The Planners Network and NPC are separate and unrelated companies.

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

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM