Jerry Garza, M.A., AAMS, CRPC

Jerry Garza, M.A., AAMS, CRPC

Followers of Jerry Garza, M.A., AAMS, CRPC1000 followers
location of Jerry Garza, M.A., AAMS, CRPCLaredo, Texas, United States

Connect with Jerry Garza, M.A., AAMS, CRPC to Send Message

Connect

Connect with Jerry Garza, M.A., AAMS, CRPC to Send Message

Connect
  • Timeline

  • About me

    CEO | Financial Strategist & Wealth Advisor (Series 6/63, 65, 26) | Former Webb County Commissioner | Media Executive | Helping Clients Build Wealth & Secure Their Future

  • Education

    • Western Governors University

      2015 - 2018
      Bachelor of Science Accounting
    • College for Financial Planning

      -
      Master of Science - MS Personal Financial Planning
    • Texas A&M International University

      1995 - 1997
      Bachelor of Arts - BA Political Science and Government

      Activities and Societies: Student Government Association President

    • St. Mary's University

      2000 - 2001
      Master of Arts (M.A.) Communications and Applied Politics
  • Experience

    • Laredo Community College

      Jan 2003 - Dec 2005
      • Adjunct Instructor of Government

        Jan 2001 - Dec 2005
      • Adjunct Instructor of Speech

        Jan 2003 - Jan 2005
    • Webb County

      Jan 2005 - Dec 2012
      Webb County Commissioner
    • Unico Real Estate & Investments, LLC

      Feb 2010 - Aug 2019
      Real Estate Broker
    • Garza, Garza & Associates, LLC

      Aug 2010 - Jun 2015
      Managing Partner
    • Aflac

      Oct 2011 - Jun 2015
      Regional Sales Coordinator
    • KGNS-TV

      Jun 2015 - now
      News Director/News Anchor
    • Modern Woodmen of America

      Oct 2023 - Jan 2025

      As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/ Show less

      • Managing Partner

        Mar 2024 - Jan 2025
      • Financial Representative

        Oct 2023 - Jan 2025
    • Genesis Financial Strategists

      Dec 2023 - now

      Helping People Make the Right Financial Moves—Because Mistakes Can Be CostlyAt Genesis Financial Strategists, my role isn’t just about numbers—it’s about people. Every day, I work with individuals and families who want to secure their future but don’t always know where to start.I don’t believe in one-size-fits-all financial plans. Instead, I take the time to have real conversations, understand people’s goals and concerns, and build strategies that work for them. Whether it’s retirement planning, investments, life insurance, or rollovers, my job is to help clients make smart moves and avoid costly mistakes.I also spend a lot of time educating and empowering people—because financial planning isn’t just for the wealthy. Rich people can afford to make mistakes—middle-class families cannot. That’s why I host workshops, create digital content, and meet one-on-one with clients to help them make informed financial decisions with confidence.Beyond working with individuals, I also focus on growing the firm, building strong partnerships, and staying active in the community. Financial success isn’t just about numbers—it’s about relationships, trust, and having the right people in your corner.At the end of the day, my goal is simple: make sure people don’t just “hope for the best” with their finances, but actually have a plan to build, grow, and protect what they’ve worked for.If you’re not sure where to start, let’s talk. No pressure—just a conversation about your goals and how to reach them. Show less

      • Financial Services Advisor

        Dec 2023 - now
      • Financial Advisor

        Dec 2023 - now
  • Licenses & Certifications

    • Investment Advisor (License), Investment Advisor Representative (License)

      FINRA
      Jul 2021
    • Public Insurance Adjuster

      Texas Department of Insurance
      Jan 2015
    • Certified Financial Planner (Education Coursework)

      College for Financial Planning
    • Real Estate Broker

      Texas Real Estate Commission
    • Risk Manager

      Texas Department of Insurance
      Mar 2014
    • Adjuster - All Lines

      Texas Department of Insurance
      Jun 2018
    • Chartered Retirement Planning Counselor

      College for Financial Planning
    • General Lines Agent - Property & Casualty

      Texas Department of Insurance
      Oct 2003
    • Accredited Asset Management Specialist

      College for Financial Planning
    • General Lines Agent - Life, Accident, Health, HMO

      Texas Department of Insurance
      Jul 2002