First Command Financial Advisor - Jerry Panetta
-
98-211 Pali Momi St
, Suite 405
Aiea, Hawaii 96701 - (808) 487-7222
- Website
Hours
Chamber Rating
-
Luis Gomez
Jerry has been extremely helpful through the process and has given my wife and I a broader understanding of our finances and how we can easily achieve financial goals and life goals with just the proper planning. I highly recommend jerry to anyone who are not too sure where to go to help with finances. I was not too sure at first but his knowledge and his commitment to helping my wife and I reach the goals we set out really sold me to go through with working with first command.
Nov 25th, 2023 -
Shanoska Spence
If youre looking for someone who knows what theyre doing when it comes to financial advice, goals, and investments Jerry Panetta is the man to see! He is current, he can meet you where you are and put things in place to get you where you need to be. 10/10 highly recommend!
Oct 29th, 2023 -
Rafael Rodriguez
Jerry has been a true asset to my finances and genuinely cares about helping his clients grow and reach their goals. I was very apprehensive at first about having someone else manage my money but I can say that I am in good hands with him. The only regret I have is not meeting Jerry sooner.
Oct 8th, 2023 -
Alex Figueroa
Jerry has been extremely helpful throughout the entire process. He educated my wife and I about our finances, provided many different investment opportunities, and assisted my wife and I in the process of achieving financial freedom. We will gladly be working with him with ALL of our financial goals from this point forward. I highly recommend anyone that is looking to invest or simply go over their finances to at least have a conversation with him.
Sep 8th, 2023
About
First Command Financial Advisor - Jerry Panetta
Jerry Panetta joined First Command Financial Services as a Financial Advisor in August 2007, following a 28-year career in the United States Marine Corps, where he attained the rank of MGySgt. Jerry understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.Jerry has a Bachelor’s degree in Arts in Business Management from American Military University and a Master’s degree in Arts in Business Management from Wayland Baptist University. He holds Series 6, 63 and 65 securities licenses plus life and health insurance licenses in Hawaii & California.Understanding that the biggest obstacle to financial security for most people is their own behavior, Jerry serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Jerry will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.Active in his community, Jerry is a volunteer for American Youth Soccer Organization.In his free time, Jerry enjoys spending time with family, spending time with friends, and working out.First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.â€
Contact Info
- (808) 487-7222
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Jerry Panetta?
A The phone number for First Command Financial Advisor - Jerry Panetta is: (808) 487-7222.
Q Where is First Command Financial Advisor - Jerry Panetta located?
A First Command Financial Advisor - Jerry Panetta is located at 98-211 Pali Momi St, Suite 405, Aiea, Hawaii 96701
Q What is the internet address for First Command Financial Advisor - Jerry Panetta?
A The website (URL) for First Command Financial Advisor - Jerry Panetta is: https://advisor.firstcommand.com/us/hi/aiea/gvpanetta1?y_source=1_MjA5NjE4MzktNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Jerry Panetta open?
A First Command Financial Advisor - Jerry Panetta is open:
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Q How is First Command Financial Advisor - Jerry Panetta rated?
A First Command Financial Advisor - Jerry Panetta has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Jerry Panetta
Overall Rating
Overall Rating
( 4 Reviews )Luis Gomez on Google
Jerry has been extremely helpful through the process and has given my wife and I a broader understanding of our finances and how we can easily achieve financial goals and life goals with just the proper planning. I highly recommend jerry to anyone who are not too sure where to go to help with finances. I was not too sure at first but his knowledge and his commitment to helping my wife and I reach the goals we set out really sold me to go through with working with first command.
Shanoska Spence on Google
If youre looking for someone who knows what theyre doing when it comes to financial advice, goals, and investments Jerry Panetta is the man to see! He is current, he can meet you where you are and put things in place to get you where you need to be. 10/10 highly recommend!
Rafael Rodriguez on Google
Jerry has been a true asset to my finances and genuinely cares about helping his clients grow and reach their goals. I was very apprehensive at first about having someone else manage my money but I can say that I am in good hands with him. The only regret I have is not meeting Jerry sooner.
Alex Figueroa on Google
Jerry has been extremely helpful throughout the entire process. He educated my wife and I about our finances, provided many different investment opportunities, and assisted my wife and I in the process of achieving financial freedom. We will gladly be working with him with ALL of our financial goals from this point forward. I highly recommend anyone that is looking to invest or simply go over their finances to at least have a conversation with him.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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