Jerry Newman, Financial Advisor located in Granite Bay, CA

Financial Advisor
Jerry Newman

AAMS®
9205 Sierra College Boulevard, Ste 190, Granite Bay, CA 95746opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Kayla Sorrels
    Sr. Branch Office Administrator
  • Rebecca Salazar
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(916) 784-1300

Fax

(877) 479-0409

Office Address

9205 Sierra College Boulevard
Ste 190
Granite Bay, CA 95746opens in a new window

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