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.