Jerry Clark
Senior Wealth Advisor
For over two decades, Gerard “Jerry” Clark has helped the residents of New Jersey and beyond achieve successful retirements, guiding retirees, pre-retirees, and recently widowed or divorced women in taking the next steps in their lives. By providing comprehensive financial planning that focuses on getting clients organized and creating income flows, he aims to ensure that they no longer have to worry about their finances.
Jerry’s top priority is for each client to be empowered to enjoy their life and trust that they can turn to him when they need financial advice. His belief is that with proper planning, you should be able to maintain and potentially elevate your lifestyle throughout whatever challenges come your way and into your retirement years.
“One of my most satisfying career moments has been helping a client who went through a bad divorce forensically identify that her ex-husband was stealing from her. I was able to take her from feeling stressed, confused, and ready to give up to reclaiming her assets, getting her finances in order, and helping her create a plan for a more secure and comfortable financial future for herself and her daughters.” This is what Jerry calls winning!
A former golf pro, Jerry got his start in the financial industry as a runner on the floor of a commodities exchange (the Comex at 6 World Trade Center) specializing in gold and copper futures. He then climbed the ranks at Progressive Plan Administrator where he specialized in retirement planning.
In 1998, Jerry founded RJL Financial Group with the goal of changing the way people look at retirement planning. Inspired by his sports coaching background, he aims to motivate and empower pre-retirees and retirees to achieve predictable savings results, giving them the ability to feel secure about their future. Whether you are recently divorced, widowed, heading into retirement, or experiencing any other major financial transition, Jerry is passionate about providing sound financial strategies and a solid foundation to help you live free from anxiety about money.
Jerry and his wife Lisa have been married for more than 20 years and have two daughters, Riley and Josie, for whom RJL Financial Group is named. He enjoys spending time with his family, golfing, and cross-training to stay fit and healthy (he’s a two-time participant in the Lake Placid Ironman Triathlon), and loves good food and good wine.