Phone: (661) 255-9555 x111
Fax: (661) 255-9055
Email: jcitarella@prosperitasfin.com

Experience

With approximately 30 years of experience in the financial services industry—as a representative, manager, trainer, presenter and business owner—Jerry R. Citarella, Registered Financial Consultant (RFC^®) and Certified Financial Fiduciary (CFF^®), continuously strives to help his clients achieve financial success. Through education and support, Jerry and his team develop deep relationships with clients. In fact, he has served many of his clients for over 20 years and some families over three generations. He provides retirement, estate, family and individual needs planning, as well as business owner services and executive benefits.

A key element of Jerry’s practice is independence. Unlike advisors who are beholden to the products and interests of institutional firms, Jerry is free to serve his clients in the way he sees fit. That’s because he’s an independent advisor at an independent Registered Investment Advisory (RIA) Firm, Prosperitas Financial. This gives him more options and flexibility to serve his clients.

Jerry Citarella, Financial Advisor is grateful for the growth his business enjoys through the referrals of his network and valued clientele, and he is proud of the satisfaction that implies. Jerry and his team work hard to honor their commitments, accept responsibility for their actions, and appreciate being held accountable; they also expect the same of those they serve.

Apart from his financial career, Jerry also helps the community of Santa Clarita and its non-profit organizations in many ways. He has served on several boards and is on the advisory board of one of the community’s largest and oldest organizations. His work on these boards and the support of the organizations’ events have been impactful for the organizations and personally rewarding.

A strong proponent of financial education, Jerry wrote a book, hosted a radio show, and wrote a weekly newspaper column, all under the title “The Truth Helps” to help people navigate their way through the financial planning process. What’s more, he has conducted educational seminars since 1992 and has frequently been asked to speak on a national level. He is always looking for opportunities to host or be a part of educational workshops that cover a variety of topics, especially relating to consumer protection. Jerry continually explores opportunities to benefit his clients and associates.

Jerry and his wife, JoJo, reside in Santa Clarita with their twin teen-aged girls.

• Securities: – SIE, Series 6, 7, 24, 51, 63, 66
• Approved Securities States: AZ, AK, CA, CO, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI
• Insurance: Life Insurance, Accident & Health, Variable Contracts