Founder and President:
Bob Jersin, CPA, CFA, MBA
Jersin Financial Services - History
Bob launched Jersin Financial Services in 2003. His services help people significantly improve their financial lives. Bob has in-depth knowledge and experience in both investments and income taxes. His expertise iincludes: retirement and investment planning, tax reduction strategies, small business consulting, incorporations, and more.
After receiving a BS in Business Finance, and an MBA in Accounting, Bob joined IBM where he worked in Financial Management and Sales Management for seventeen years. For a period, Bob reported directly to the Vice President of IBM's National Distribution Division. Bob subsequently was named Manager of Financing for IBM Credit Corporation's Remarketer Financing business in the Western US. Bob has worked with numerous individual tax and investment clients as well as small businesses.
Bob took taxation classes in college and earned his Certified Public Accounting Certification in 1980.
Bob started investing in college, as he studied investment management and portfolio analysis. He earned his series 7 brokerage license in 1994 and his Chartered Financial Analyst designation in 2002.