RJL Financial Group is a Registered Investment Advisory Firm in the State of New Jersey. As Your Retirement Resource, RJL Financial Group offers progressive and comprehensive planning solutions that incorporate wealth accumulation, tax planning, wealth protection and preservation, risk reduction, income planning, inflation protection and estate planning strategies for the retirement years.
Founder and Principal of RJL Financial Group, Gerard (Jerry) Clark, has helped the residents of New Jersey successfully retire and stay retired for two decades. He believes that with proper planning, you should be able to maintain the lifestyle of your working years in retirement but also, in many cases, elevate your lifestyle for the golden years.
In 1998, Jerry established RJL Financial Group with the goal of changing the way people look at retirement planning. He wants to motivate and enable pre-retirees and retirees to achieve predictable retirement savings results – giving them the ability to feel secure about their retirement future.
Jerry and his wife Lisa have been married more than 20 years and have two daughters, Riley and Josie for whom RJL Financial Group is named. When Jerry isn’t spending time with his family, working or golfing, he enjoys cross training to stay fit and healthy.
Jerry is a two time participant of the Lake Placid, Ironman Triathlon.
Originally from Buffalo, NY, Ms. Dermangian started her financial career in Amherst, NY. After moving to Florida in 2006, Sheri worked for one of the fastest growing registered investment advisors in the state of Florida for 11 years where she built a staff to support over 450 advisors across the US, managed the composition and rollout of the Envestnet reporting system while working with the President of the company with his personal book of approximately 125 highly valued clients.
With over 20 years of working in financial services, Sheri’s support helps advisors change the way they do business allowing advisors time to focus on what is important for them to retain and grow their business.
Sheri lives in Florida with her husband and their two dogs, Tucker and Cooper. In her off time, she enjoys spending time with her family, traveling, cooking, riding bikes and walking her dogs.
While Ms. Fetterman holds her honors bachelor’s and master’s degrees in music, she has made herself known to be an administrative professional for both law firms and financial companies in need of skills in customer service, editing, databases, organization and training.
Carole worked for 8 years with one of the fastest growing RIAs in the state of Florida servicing and coaching financial advisors on various financial software systems and assisted the product development team in deploying several compliance systems.
Carole lives in Florida with her husband and two children where she also runs a private vocal studio out of her home.
GERARD "JERRY" CLARK
Founder & Principal
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