Jerry W. Harwood
, LUTCFJerry W. Harwood
joined Lincoln Financial Advisors in 1990 after many years of providing insurance services to his
is known to his
clients as someone who can be trusted to make a difference in their financial lives.Jerry's
loyal clients become friends and are proud to recommend him to others.
Jerry's industry honors have been many.He
is most proud of being a member of Lincoln Financial Advisors Top 1 %, being named Outstanding Associate and Top Life Insurance Producer for 1997.In 1999, Jerry
was honored as Agent of the Year for the San Ramon Agency of Lincoln Financial Advisors.Jerry
has many interests and has served as the President of the Ventura County Philatelic Society.He
is an avid stamp collector.He
is currently the Vice-President of Federation of Southern California Stamp Clubs.
Jerry's career concentration is on wealth preservation and planning for seniors and high net worth individuals.His
emphasis is in the planning areas of senior long term care and home health care.Working in conjunction with other professionals and tax advisors, he
provides financial planning services and access to products for individuals and families.
Graduating from Cal State Los Angeles, he
Masters in history from Cal State Northridge with Honors.Currently he
is a student of Estate Planning and Trusts in Phoenix University Certified Financial Planning program.
Walid (Wally) El-Taki, PFP
Wally is a 1998 graduate of UCLA Personal Financial Planning program.He
is an associate of Lincoln Financial Advisors specializing in working with small business owners.Wally graduated from California Lutheran University with a degree in Business Marketing in 1994.He
is an Investment Advisor Representative and enjoys providing financial planning and investment services for his
At Channel Islands Financial and Insurance Services, Mary Ellen and Jerry
provide leadership for the team of professionals available to serve the needs of their clients.
Through consistent effort and a reputation for outstanding service, they have built a solid base of satisfied clients who do not hesitate to recommend their services.
In discussing their work philosophy, Mary Ellen speaks with sincerity and conviction.Our goal is to implement financial strategies which help create and preserve wealth.We do this best by building a strong relationship with our clients and by continually following through to help assure that each client's financial goals are achieved..