Jerry He

Financial Advisor

CFP®

With prior experience specializing in High Net Worth (HNW) clients at a nationally recognized wealth management firm, Certified Financial Planner™ professional Jerry He is an advisor in our Campbell 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. His favorite quote is “Do not let making a living prevent you from making a life” by John Wooden.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

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Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

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