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About Jerry Boda, CFP®

Jerry Boda is President of Boda Financial Group, Inc., a financial services firm located in Flower Mound, Texas. For the past 40 years, Jerry has consistently been recognized for his many professional accomplishments (Honors & Accomplishments). In 2014, Jerry Boda, CFP® was ranked 16th in the nation by his broker dealer, Osaic Wealth, Inc., earning membership into the distinguished "Champions Circle" and the "Million Dollar Club." 1,2

As a Certified Financial PlannerTM licensee and Certified Divorce Financial AnalystTM with 40 years of professional experience, Jerry continues to assist individuals & business owners in the DFW area.

Jerry is a knowledgeable Retirement Planning Professional 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:

  • 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)

Jerry is a native Texan having been born 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 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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Educational Background
Honors & Accomplishments
Professional Background

1These achievements are based on sales production for the year stated.

2Based on Experience, Training, Education and Certifications.

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.

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