Bob Jersin, CFA, CPA, MBA -Jersin Financial Services

Jersin Financial Services is a registered investment advisor based in Danville, California, with over 20 years of experience in helping clients secure a sound financial future by growing their wealth. As a fiduciary, they prioritize each client's unique financial circumstances and goals, offering investment planning and tax preparation services to build wealth in a tax-efficient manner.

With professional designations including Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and a Master of Business Administration (MBA), Jersin Financial Services is committed to providing expert financial guidance. They are affiliated with esteemed professional memberships such as the Security Analysts of San Francisco, CFA Institute, and the American Institute of CPA's.

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