Jerry G. Van Houten

Further information about Jerry G. Van Houten:

I was born & raised in Modesto, California with 7 brothers and 2 sisters.

I attended and graduated from Ripon Christian Schools grades 1 through 12.

I'm married with two boys. My wife is a professor at Stanislaus State University and teaches nursing.

I founded Riverbank's local Toastmaster's Club, REO Speech Train. For more information on this, please visit www.REOSpeechTrain.com.

I'm on the Riverbank Chamber or Commerce Board of Directors, and an Ambassador for the Oakdale Chamber of Commerce.

My career in Financial Planning started in the insurance industry in 1987 and I progressed to the Securities (Investments) industry in 1998 to better help my clients with their financial planning needs.

I take the holistic approach to financial planning for each of my clients on an individual basis, as insurance, investments & mortgage finance have a direct impact on their debt, taxes,retirement, and estate planning needs.

My services are guaranteed. If you are not satisfied with a financial plan I put together for you, I offer your money back on any fees that may have been charged. Call or see me for details.

Compensation and Fee Structures:

Fee Based
Waive Fee Commission Option

Licenses, Certifications & Affiliations:

Series 6
Series 63
Series 65
Series 7
CA Dept of Insurance 0720760

Education:

Qualified Kingdom Advisor
Certified Wealth Preservation Planner
Certified Asset Protection Planner
Advanced Communicator, Silver with Toastmasters International

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Further information about American Asset & Wealth Management:

(Size of firm: 0-9 advisors)

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client's needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

American Asset & Wealth Management provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well.