Jerry He
Financial Advisor
CFP®
With prior experience specializing in high-net-worth clients at a nationally recognized wealth management firm, CERTIFIED FINANCIAL PLANNER® professional Jerry He is an advisor in our Campbell, California, office. Jerry holds a degree in Economics from the Wharton School of Business at the University of Pennsylvania. Having grown up on the east coast, Jerry enjoys exploring the vibrant cultures and diverse cuisines present in the Bay Area. A born educator, he enjoys volunteering and tutoring in his free time.
I focus on proactively identifying opportunities to enhance my clients' financial plans with actionable strategies that make a direct impact. Whether it's using investment strategies like direct indexing for tax efficiency or mitigating concentrated stock equity risk through options, my goal is to provide tailored solutions that align with each client’s unique needs. With extensive experience partnering with high-net-worth individuals, especially those with concentrated stock positions, I specialize in optimizing tax efficiencies.
Above all, I prioritize timely communication and strive to be my clients' trusted go-to resource for any questions or guidance related to their finances.
Driven by a deep passion for helping others, I am continually privileged to witness how a well-crafted financial plan can transform the financial landscape for high-net-worth families. This only strengthens my conviction that my role as an advisor brings significant value—not just to my clients, but also to those they care about, including charities and beneficiaries. Knowing that my work helps clients leave a lasting legacy drives my commitment to their success.
When working with my clients, I always look for areas where we can be proactive and take actionable steps that will make a significant and direct impact on their plan.
Latest Insights
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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