Our Advisors
Jerod Wurm - CFP®, CRPC®, CMFC®
Financial Advisor, Partner
Jerod Wurm, Certified Financial Planner™ professional, has been serving the Greater Sacramento area as a financial advisor since 1997. He focuses in helping clients meet their financial goals through investment planning and management. Jerod says, I'm here for our clients. I review and evaluate their portfolios, and I stay in touch. Most important, I take the time to understand how people feel about their money and their financial security.
Through his comprehensive wealth management approach, Jerod assists his clients with pre-retirement planning, post retirement income strategies, investment portfolio management, long term care and estate planning strategies. He often works in conjunction with his client's existing tax and estate planning professionals.
Jerod has earned both the Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Mutual Fund CounselorSM (CMFC®) professional designations from the College for Financial Planning. He is a member of the Northern California Financial Planning Association (NCFPA) and formerly served on the Board of Directors for the NCFPA. Jerod is also a former board member of The Positive Coaching Alliance, Sacramento chapter.
Jerod and his wife Sherril were high school sweethearts and grew up locally in Amador County. They have three children and reside in El Dorado Hills. Jerod can often be found on the field coaching his children's athletic teams.
Professional Details
- Certified Financial Planner™ professional.
- Chartered Retirement Planning CounselorSM.
- Chartered Mutual Fund CounselorSM.
- Series 9, Series 7, Series 65, Series 63.
- CA Insurance Lic. 0C07678 - CA Resident
- Life insurance, Long Term Care and Disability Insurance.
- Jerod Wurm, CFP®, CRPC®, CMFC® holds the following registrations: Securities Agent: AZ, CA, CO, FL, HI, ID, IN, MN, TX, VA, WY; General Securities Representative; Investment Advisor Representative.
Casey Frye, CFP®
Financial Advisor, Partner
Casey Frye focuses specifically upon developing comprehensive strategies for managing wealth. Of their business today, Casey says, The first thing we do with clients is help them identify their short- and long-term financial goals. Then we develop a customized plan that is both appropriate and comfortable.
Casey is a Certified Financial Planner™ professional and earned his Bachelor's degree from California State University, Sacramento, in 1997. He is also a former Board Member of the Financial Planning Association of Northern California.
Casey enjoys golf, boating and playing music. He and his wife Kathi have a daughter and two sons, and they devote most of their time to cultivating love and laughter in their home.
Professional Details
- Certified Financial Planner™ professional.
- Series 7, Series 65, Series 63, Series 24
- CA Insurance Lic. 0C19479 - CA Resident
- Life insurance, Long Term Care and Disability Insurance.
- Casey Frye, CFP® holds the following registrations: BM/Supervisor; Securities Agent: AZ, CA, CO, FL, HI, ID, IN, MA, MN, MT, NC, NV, OK, OR, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative.
Why work with Certified Financial Planner™ professionals?
When you work with Certified Financial Planner™ professionals, you work with advisors who follow a strict Code of Ethics, Rules of Conduct, and Practice Standards. Additionally, CFP® professionals remain current with changes in the financial planning field because they must pass a comprehensive financial planning examination and complete a minimum of 30 hours of continuing education every two years.
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