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Jeri
Boston
CRPC®
Lacamas Insurance &
Investments |
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About Jeri Boston, CRPC®
Jeri Boston, CRPC® provides personalized financial and insurance
planning services to members through the Lacamas Insurance & Investments
program based at Lacamas Community Credit Union.
Her service philosophy includes working with individual
members to create a plan that targets immediate and future financial needs.
She does this by actively listening and asking questions. She also engages
members to be active participants in the process and encourages their
questions.
Jeri is
the recipient of the Chartered Retirement Planning CounselorSM
(CRPC)® designation
awarded by The College for Financial Planning®. The designation
represents her commitment to staying current in the area of retirement
planning. Jeri specializes in
retirement savings strategies, asset accumulation, insurance advice, and
estate planning concerns.
She has more than 25 years of
experience in the financial, wholesale and retail industries, and earned a
Bachelor of Science degree from Oregon State University.
Jeri has lived in the
Pacific Northwest for more than 30 years, and currently resides in Camas.
She enjoys spending time with her son and gardening. She is a Junior
Achievement volunteer and a member of the Camas/Washougal chapter of
Soroptimists International.
Representatives are registered, securities are sold, and investment
advisory services offered through CUNA Brokerage Services, Inc. (CBSI),
member
FINRA/SIPC
, a registered broker/dealer and investment advisor,
2000 Heritage Way,
Waverly,
Iowa 50677,
toll-free 800-369-2862. Nondeposit investment and insurance products are
not federally insured, involve investment risk, may lose value and are not
obligations of or guaranteed by the financial institution.
CBSI is under contract with the financial institution, through the financial
services program, to make securities available to members.
FR120909-8E5A
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