Client Centered
Our business is built on a foundation of thoughtful client relationships.
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.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
What's My 2023 Tax Bracket?
It Was the Best of Times, It Was the Worst of Times
Terry L. Kerr
Wealth Manager
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...
George E. Park III, CFP ®
Financial Consultant
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,...
Victoria Park
Office Manager
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...
Haley Johnson
Staff Assistant
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.