For 14 years Jerry Attento has developed a focus and experience in the retirement plan marketplace. A business owners priority is running their company; however, they recognize the value of implementing strategies to reward, retain, recruit (and even help retire) employees? Whats the right retirement plan strategy, 401(k), SIMPLE or SEP IRA, Defined Benefit Plan, Non-Qualified Plans or something else? What option will both fit within the company budget but also achieve the intended benefits? These are the fundamental questions that drive the process. We feel the role of a financial advisor has changed tremendously over the past decade. Whereas once the general knowledge an advisor delivered was most valuable, today virtually anything is just a search away. With all this readily accessible information, business professionals need someone to cut through the noise and provide timely and relevant recommendations based on their unique situation. Jerry recognizes that learning what matters to his clients is the most important thing. His clients goals and dreams are the starting point for all conversations, and all ideas and strategies emanate from there. Jerrys core values create relationships built on mutual understanding and respect. Jerry lives in Aventura, FL with his wife Maria and three kids- Sergio, Gianna, and Marco. Professional Licenses: Series 6,7,24,63,65 Professional Designations: RICP, AIF Education: Bachelors degree in Business, FIU Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC ( Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group, Des Moines, IA 50392., Principal National and Principal Life Financial Representative, Principal Securities Registered Representative,Financial Advisor. Financial Resources, is not affiliated with Principal Securities. AIF (Accredited Investment Fiduciary) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. Jerry Attento is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.