Coach, Financial Literacy
Jerry Au is a Senior Vice President, Wealth Management Advisor with The Kevin Hanley Group, and practicing CERTIFIED FINANCIAL PLANNER™, CFP® ® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He focuses on 401(k) plans, Estate and Retirement Planning Services, Financial and Cash Management strategies for businesses and high net worth individuals.
Jerry joined Merrill Lynch Wealth Management in 2002 after graduating from the University of California, Los Angeles with a degree in Mathematics Economics and a minor in Computing. While there, he studied Game Theory under Economics Nobel Laureate Dr. Lloyd Shapley and Competitive Equilibrium under Dr. Bryan Ellickson. He completed an Executive Program at Northwestern University's Kellogg School of Business. In 2004, he earned his Chartered Retirement Planning Counselor™SM designation from the College for Financial Planning. He attained his CFP® certification in 2006.
“I’m honored to assist with BRDG’s mission to provide education resources for first-in-family college students. I hope to enhance individual financial awareness and contribute to workshop discussions, where students can explore the topic of finance.”