Jerod Wurm

CFP®, CRPC®
Managing Partner and Wealth Advisor

Meet Jerod

Jerod Wurm is a Managing Partner and Wealth Advisor based in Roseville, California with 27 years of experience in the field.

Jerod Wurm has been a trusted financial advisor in the Greater Sacramento area since 1997. Specializing in investment planning and wealth management, Jerod is passionate about helping clients achieve their financial goals. “I’m here for our clients,” Jerod says. “I review and evaluate their portfolios, I stay in touch and, most importantly, I take the time to understand how they feel about their money and financial security.”

Through his comprehensive approach to wealth management, Jerod provides guidance in pre-retirement planning, post-retirement income strategies, investment portfolio management, long-term care planning, and estate planning strategies. He frequently collaborates with his clients’ existing tax and estate planning professionals to ensure a cohesive financial strategy.

Jerod is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. He is an active member of the Northern California Financial Planning Association (NCFPA) and has previously served on its Board of Directors. Additionally, Jerod is a former board member of the Sacramento chapter of The Positive Coaching Alliance.

Jerod and his wife, Sherril, were high school sweethearts and grew up in Amador County. They have three children. When Jerod is away from the office, he enjoys attending his kid’s athletic events, cheering on the Kings, Giants and 49ers and traveling with friends and family.

I follow three rules: Do the right thing, do the best you can, and always show people you care.
Lou Holtz

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 27 years financial industry experience
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • CRPC®
I follow three rules: Do the right thing, do the best you can, and always show people you care.
Lou Holtz

Carson Wealth

3741 Douglas Blvd Suite 310
Roseville, CA 95661
(916) 789-8778

California Insurance Producer #0C07678.