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.
|
Work Experience
After receiving a BS in Business Finance, and an MBA in Accounting, Bob joined IBM where he held many Accounting, Financial Management and Sales Management positions 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 now works with numerous Individuals, Small Businesses and Trusts in the areas of Income Taxes and Investments with related planning and strategies.
Bob studied Accounting, Taxation, Finance and Investment Management at the University of Colorado's Business School in Boulder, Colorado, and earned his Certified Public Accounting Certification in 1980 and the Chartered Financial Advisory designation in 2002. Bob started investing as an undergraduate student as he studied investment management and portfolio analysis. He has helped others grow their investments for over 15 years. Jersin Financial Services is a Registered Investment Advisory Firm. |
Credentials:
|