Broker Check

2

Consultants

26

Years of experience

1

Local Offices

We Stay Focused on Market Trends, so You Don't Have To

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


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What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>The Real Cost of a Vacation Home</p>

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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<p>16 Wall Street Cliches in 60 Seconds</p>

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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Meet Our Team

Terry L. Kerr

Wealth Manager

800.930.3642

terry@kerrfinancialfamily.com

With 20 years of experience, Terry specializes in Retirement and Estate Planning. He has much insight in the Energy Industry, having been a Public Affairs Manager during his long career with Southern California Edison. Terry and his...

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George E. Park III, CFP ®

Financial Consultant

800.930.3642

george@kerrfinancialfamily.com

George earned a BS degree in accounting/finance from Simpson University, Redding California. After graduating, he moved to Southern California to pursue a career in the world of finance. He resides in Anaheim and enjoys travelling,...

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Victoria Park

Office Manager

800.930.3642

victoria@kerrfinancialfamily.com

Victoria is an alumni from William Jessup University with a BS in Business with an emphasis on Marketing. She loves spending her time going to baseball games, Disneyland, and doing puzzles. Her favorite quote is “I alone cannot...

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Haley Johnson

Staff Assistant

haley@kerrfinancialfamily.com

Haley is an alumni from Concordia University Irvine with a BS in Mass Communications. She enjoys cooking, gardening, and spending time with her loved ones including her two cats.

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Learn How We Can Help You

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