Jerry joined Aldrich CPAs and Advisors in 2023 and is part of our Estate and Trust Team. He has returned to his roots as a CPA after a long career as a CEO and CFO for both a public and private company. Jerry enjoys working with clients in the estate arena and offers insight and empathy to those families and businesses going through life transitions.

Jerry graduated from National University with a bachelor’s in accounting, is a Certified Public Account, and paralegal from University of California Irvine’s program. He currently attends law school at St Francis School of Law. Outside of work, Jerry loves to spend time with family and lives at the beach so he can regularly surf.