As a financial adviser for over 30 years Jerry Iacangelo's commitment is to make sure his clients understand all their options before making important financial decisions. He finds that people generally aren't made aware of these options because the financial services industry is fragmented, specialized and potentially laden with conflicts of interest. In response to these limitations he became a Registered Investment Advisory in 2013 and started offering comprehensive planning services. He operates his practice as a fiduciary, legally obligated to do what's in the client's best interest.
Jerry's areas of expertise include College Funding, Retirement Income Analysis, and Pro-Active Tax Planning. He coordinates and communicates the efforts of his team of hand picked specialists, who can assist his clients in any area financial related. For example, in the area of College Funding he consults with his clients on how to best pay for and plan for college without wrecking their retirement. Once clients operate from the framework of a plan that is congruent with their values, leaves no stone unturned, and motivates them to take action, the end result is typically the elusive financial peace of mind.
When not working Jerry enjoys spending time with his wife Irina, daughter Arina, and lovable mutt, Lili. He enjoys foreign languages and cultures, jazz, and constantly working on his main passion: International Latin Ballroom Dancing.
