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Jerry Panetta

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">First Command Financial Planning</span>
Intro Book
Veteran financial advisor with military background delivering comprehensive financial planning and investment services.
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Location
Aiea, Hawaii, United States, US
Languages
  • English Native or bilingual proficiency
  • Italian Professional working proficiency
Skills
  • Investments
  • Financial Planning
  • Risk Management
  • Financial Analysis
  • Portfolio Management
  • Show all
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Bio

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Jerry Panetta is a seasoned financial professional with 28 years of experience in the US Marine Corps and 16 years as a Financial Advisor at First Command Financial Planning. He holds a Master's degree in Business Management and a Bachelor's degree in Business Management, with expertise in Investments, Financial Planning, and Risk Management.

Experience

  • First Command Financial Planning
    • Aiea, HI
    • Financial Advisor
      • Aug 2007 - Present
      • Aiea, HI

      Support Military Service Members with Comprehensive Financial Planning, Investment Strategies, Retirement Income Planning, Education Funding Solutions, Asset Allocation and Management, Life Insurance Solutions and Risk Management.

  • US Marine Corps
    • Throughout the Globe
    • Small Unit Leader
      • Sep 1980 - Dec 2008
      • Throughout the Globe

      I served over 28 years in the US Marine Corps. Attaining the rank of Master Gunnery Sergeant and served on active duty during Operation Desert Shield in 1990, Operation Enduring Freedom in 2005, and Operation Iraqi Freedom in 2006.

Education

  • 2012 - 2015
    Wayland Baptist University - Hawaii
  • 2005 - 2007
    American Military University
  • 2002 - 2004
    Hawaii Pacific University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Venture Capital and Private Equity”

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