About Jerry Boda, CFP®

Jerry Boda is President of Boda Financial Group, Inc., a registered investment advisory firm located in Flower Mound, Texas.  Jerry was recently awarded the 2010 and 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager by Texas Monthly  Magazine and has been named one of America’s Top Financial Planners for 4 consecutive years by The Consumers' Research Council of America*.

As a Certified Financial PlannerTM licensee and Certified Divorce Financial AnalystTM with over 27 years of professional experience, Jerry continues to assist individuals & business owners in the DFW area.

Jerry is a knowledgeable Retirement Planning Specialist providing Comprehensive Wealth Management solutions to individuals who are either retired or near retirement age.  In addition to helping individuals & business owners, Jerry is regularly sought by Certified Public Accountants (CPAs) and Law Firms for his reputation as one of the most experienced and trusted financial advisors to assist their own client's with:

Texas Monthly
2010 Five Star Wealth
Management Award**

 

Jerry Boda named one of
America's Top
Financial Planners
 for 2008-2009 by
The Consumers' Research
Council of America

  

  • Early or Normal Retirement
  • Exercising Stock Options
  • Job changes, Career moves
  • Mergers/Acquisitions affecting 401(k)
  • Inheritances
  • Court Settlements
  • Divorce Settlements
  • Sale of a Business or Property
  • Awards or Winnings
  • Maturing Certificates of Deposit (CDs)


Personal Background
  
Jerry is a native Texan having been born July 7, 1962 on Perin Air Force Base near Sherman, Texas and raised in Edcouch, TX, a small town just a few miles north of the Mexico border in the Rio Grande Valley.  Upon graduating from The University of Texas at Austin in 1984 with a degree in Accounting, Jerry moved to the Dallas-Fort Worth area and began his lengthy career in the financial planning industry.

Jerry resides in the Town of Flower Mound with his loving wife, Niki, and their two adorable children: Savanna and Nicolas. Jerry is an active member in his community serving as a school adopter for the Lewisville Independent School District School, a Building Team Leader for Lewisville ISD and was a graduate of the Leadership Lewisville Community Leader Development Program sponsored by the Lewisville Chamber of Commerce and the City of Lewisville, TX.

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