Jerry Attento, RICP®, AIF®

For over 20 years Jerry Attento has developed a focus and experience in the retirement plan marketplace. A business owners' priority is running their company; however, they recognize the value of implementing strategies to reward, retain, recruit (and even help retire) employees? What's the right retirement plan strategy, 401(k), SIMPLE or SEP IRA, Defined Benefit Plan, Non-Qualified Plans or something else? What option will both fit within the company budget but also achieve the intended benefits? These are the fundamental questions that drive the process. We feel the role of a financial advisor has changed tremendously over the past decade. Whereas once the general knowledge an advisor delivered was most valuable, today virtually anything is just a ‘search' away. With all this readily accessible information, he believes that business professionals need someone to cut through the noise and provide timely and relevant recommendations based on their unique situation. Jerry recognizes that learning what matters to his clients is the most important thing. His client's goals and dreams are the starting point for all conversations, and all ideas and strategies emanate from there. Jerry's core values create relationships built on mutual understanding and respect.

Jerry lives in Aventura, FL with his wife Maria and four kids- Sergio, Gianna, Marco, and Bianca Professional Licenses: Series 6,7,63,65 // Professional Designations: RICP®, AIF® // Education: Bachelor's degree in Business, FIU

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC (www.sipc.org). Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

Jerry Attento, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Pulles and Attento Wealth Management is not an affiliate of any company of Principal Financial Group®.
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