Financial Planning Fresno

KERR WEALTH MANAGEMENT

Financial Planning Fresno
Empower Your Future with a Fee Only Advisor

Address
7255 N. First Street
101
Place
Fresno, CA   93720 
Landline
(559) 277-4772
Fax
(559) 573-8558
E-Mail
[email protected]
Website
www.kerrwealth.com

Description

Kerr Wealth Management is a fee only registered investment advisor specializing in financial planning, investment management, 401(k) plans and retirement planning.

Keywords Financial Advisor, Fee-Only Financial Planner, Fee-Only Financial Advisor.

Reviews

This listing was not reviewed yet:

Opening hours

weekends by appointment only

Payment Options

Visa, Cash, Check, Discover, MasterCard, Traveler's Check

  • Andrew Kerr

    Financial Planner

    Hi, I'm Andrew Kerr, a Fee Only Financial Advisor in Fresno, CA. I specialize in holistic financial planning and investment management. In effort to help people make better financial decisions, free from investment sales and commissions, I established Blosser Harrison Wealth Management. I am grateful that you have visited my website and I look forward to sharing my holistic financial planning approach with you. What is holistic financial planning? Holistic financial planning is a discovery process that focuses on you, your goals, where you are at in life and your assets. Holistic financial planning does not consider money as a means to an end, rather it considers money as a tool to help your plans become a realistic reality. This approach allows me to demonstrate the impact each stage of your life has on your wealth building and wealth protecting potential. Whats the difference between holistic financial planning and non holistic financial planning? Holistic financial planning is a fee only approach that helps you and me build trust by sustaining an objective coaching based relationship. Non holistic planning may require you to buy products which can create conflicts of interest. Andrew's Background Andrew formed Blosser Harrison in 2014 because he wanted to serve the public as a fiduciary. Early in his career he worked through a broker dealer and financial insurance companies and quickly realized how poor advice and commissions correlate with poor returns and poor client experiences. Andrew has spent the past 10 year in the finance and insurance industry and prior to forming Blosser Harrison he founded Kerr Insurance Brokers, Inc. in 2008. Today, Kerr Insurance is a thriving provider of commercial insurance and risk management for small and midsize businesses Nationwide. Andrew takes great pride in using his business acumen for the betterment of his clients while educating them on ways to save business profits so they can have something tangible in the long run. Andrew and his wife, Rebecca have been married since 2012 and in 2013 they welcomed their first child, Austen. In early 2014 they purchased their home on Blosser Street, which is where the name Blosser comes from. Andrew and Rebecca enjoy outdoor cycling, gardening, reading and traveling to the coast. Andrew Kerr can help you with: Planning your retirement. Creating a portoflio allocation. Managing your portfolio. Help you determine if you should invest in real estate. Develop retirement income strategies. Analyse your current portfolio or workplace 401k. Develop tax strategies for your small business. Convert your 401k from commission based to fee only. Assess your personal or business insurance needs. Provide general corporate strucuture advice. (S-corp, C-corp, LLC) Help your family plan for college savings.

    Education: Santa Monica College

    Certifications: Series 65

    Services: Financial Planning , Investment Management , 401(k) Portfolio Management

  • Michael Ginsberg

    Retirement Plan Administrator

    Hi, Im Michael Ginsberg, a retirement consultant and retirement plan administrator in Fresno, CA. and a member of NIPA, the National Institute of Pension Administrators. I specialize in qualified 401(k), profit share and other ERISA and non ERISA plan design and consulting, on-going plan administration, reporting and plan document implementation. While I do not offer investment advice I do provide objective retirement plan advice for business owners and their employees. As Co-founder of Blosser Harrison Wealth Management I have a strong desire to help business owners and plan participants make smarter financial decisions with as little conflict as possible. My Background Michael and his wife, Ann live on Harrison street, which is where the other half of Blosser Harrison was derived from. Michael is originally from Iowa and has been living in Fresno since 1993. He has been working as a physician assistant for over 23 years. He attended the University of Iowa and Drake University and has his B.S in Biological Sciences. Michael completed his PA training at Des Moines University and has worked in primary care and neurosurgery as well as spending the majority of his medical career in at Baz Allergy, Asthma & Sinus Center. Besides clinical practice, Michael worked in medical research for Advanced Biomedical Research, Inc., for over ten years. Michael is a member of The California Academy of Physician Assistants, The American Academy of Physician Assistants, The American College of Asthma, Allergy & Immunology, and is the past president of The American Academy of Physician Assistants in Asthma, Allergy & Immunology. Michael is still involved in medicine and keeps his P.A. license active. On the weekends he serves as Chief Medical Officer for the Fresno Battalion of the United States Navy Sea Cadet Corps. Michael Ginsberg specializes in: Third Party Retirement and Pension Administration Retirement Consulting & Education Retirement Record Keeping and IRS Reporting

    Education: Drake University - B.S. Biological Sciences , Des Moines University - Masters

    Certifications: NIPA

    Services: Retirement Plan Administration , 5500 Filings , 401(k) Retirement Plan Consulting

  • Rebecca Kerr

    Commercial Insurance Broker - CEO

    Co-founder - CEO and Director of Commercial Insurance Rebecca is co-founder and Director of Commercial Insurance. She attended Fresno State University and earned her B.S. in Accountancy. Prior to becoming CEO of Kerr Insurance Brokers, Inc. she served as General Manager of the Piccadilly Hotel for 10yrs. She managed all accounting, revenue, marketing and HR aspects of the hotel. Rebecca currently holds a property & casualty license and specializes in commercial (business) insurance and business risk management advisory for a broad range of industries. Rebecca is married to her husband Andrew. Together they spend their time with their 3 year old son, Austen and their 2 dogs, Kermen and Jensen. Rebecca loves the outdoors, music and spending time with her friends and family. Areas of Expertise: Risk Management and Loss Control Alternative Risk Casualty Loss Property Loss Policy Contract Form Workers Compensation and Analysis Cyber Risk High Networth Private Clients Operational Controls Professional Liability General Liability Commercial Automotive Risk Management Bonding - Bid Bonds, Surety Bonds, Performance Bonds, Adoption Facilitator, Car Wash, Community Care, Brewers, Pest Control License, Contractors License , Artisans, Tax Preparers, Auto Dealers, Insurance Agents, Registered Investment Advisors, Adoption Agencies, Brewers, DMEPOS - Durable Medical, ERISA, Escrow Agents, Farm Labor Contractors, Home Care Employee Dishonesty, Notary and more.

    Education: Fresno State University - B.S. Accountancy

    Certifications: Property & Casualty License , Health License , Life License

    Services: Commercial Insurance , Workers Compensation , Risk Management , Commercial Property Insurance , Commercial Liability Insurance , Commercial Umbrella , Surety Bonds

Categories

Financial Planning
(559)277-4772 (559)-277-4772 +15592774772