CoverProfile

Jerry Yox

Lead Advisor

Wealth Planning Corporation

United States, Ohio, Cincinnati

About Me

As a Certified Financial Planner and Registered Investment Advisor, Jerry works on the same side of the table as our clients, without the inherent conflicts of commissions and proprietary product lines used by many other financial services organizations. Our objective approach provides a solution that is in the best interest of our clients. His specialties are Financial Planning, Investment Management, Retirement Planning, Retirement Income, College Planning, Charitable Giving.

Profile Information

Lead Advisor

Wealth Planning Corporation

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

Aug 9, 2024

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