Broker Check

Jerry Strayve

(619) 990-3649
Jerry_strayve@thewp2.com 

My Story
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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Financial Hacks for Millennials: Are Credit Cards A Necessar

Financial Hacks for Millennials: Are Credit Cards A Necessar

Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....

How Helping Charities Helps You

How Helping Charities Helps You

Donation is on people’s minds around tax season.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

How Income Taxes Work

A quick look at how federal income taxes work.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Rightsizing for Retirement

What does your home really cost?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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