Jerry’s focus is business insurance consulting for closely held businesses, estate planning and life and disability insurance analysis. With over 40 years of experience in the financial services industry, he frequently lectures to accountancy and law firms, and professional insurance associations. A founder and former vice chairman of a community bank, Jerry also serves on the boards of several companies. He's been a member of the San Fernando Valley community since 1960 and graduated from California State University of Los Angeles in 1962 with a Bachelor of Science degree.

Phone 818.380.1010
Fax 818.789.9077
jsimon@sakfinancial.com