01 Apr

Jerry Maldonado, Tribal Councilman

I work with families & business owners to move them closer to financial balance. I start with a protection first philosophy to ensure that what they have today and what they will have tomorrow will not be exposed to risk. I guide my clients toward financial balance by using a holistic approach to financial planning and developing customized strategies that are unique to their financial world.

When I’m not helping my clients manage & grow their financial portfolio, I spend time with my family and playing baseball.