Jerry Boda, CFP®President
Phone: 972.355.4411 After graduating from the University of Texas at Austin with a BBA in Accounting in 1984, Jerry began his life long career in the Financial Planning Industry. Jerry is the Senior Advisor for the firm and serves as Chairman of the Investment Advisory Committee. Jerry directs all portfolio management and investment research for the firm as the Senior Portfolio Manager. Jerry is the founder and principal of Boda Financial Group, Inc. ![]() About Us
![]() ![]()
![]() |
|||
|
Jerry Boda is a Registered Principal offering securities through SagePoint Financial, Inc., (SPF), a registered broker-dealer member FINRA/SIPC. Advisory services offered through Boda Financial Group Inc., a registered investment advisor not affiliated with SPF. This communication is strictly intended for individuals residing in the states of Texas (TX), Arkansas (AK), Arizona (AZ), California (CA), Kansas (KS), Louisiana (LA), Missouri (MO), Oklahoma (OK), Michigan (MI), North Carolina (NC), and Tennessee (TN). No offers may be made or accepted from any resident outside the specific state(s) referenced. ** Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation. This website was wholly or partially sponsored by SunAmerica Retirement Markets, Inc. |
|||