Jerry M. King CFP®, CMFC®, AIF®
Jerry King has over 35 years of experience in employee benefits and financial planning, focusing on retirement distribution and portfolio allocation strategies tailored to individual income goals. He works one-on-one with clients to build effective investment plans for their futures.
Jerry’s passion for education is reflected in his experience lecturing at Purdue University and leading workshops on retirement distribution planning, asset accumulation, and debt management. He co-founded the Beech Grove Education Foundation, which supports advanced education scholarships.
Jerry and his wife have been married for over 50 years and have two children and two grandchildren. In his free time, he enjoys reading, traveling, and woodworking.
