Jerry Glen Lopatin,  CFP<sup>&reg;</sup> - Financial Advisor

Jerry Glen Lopatin, CFP®

EA

Principal

Oakhurst Financial

1059 Fremont Ave
Los Altos, CA 94024
FINANCIAL ADVISOR'S WEBSITE
(408) 219-5363

General

Jerry Lopatin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oakhurst Financial in Los Altos, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

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