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Jermaine Wilson, CF2

Jermaine Wilson

Jermaine Wilson

Certified Financial Fiduciary®

CF2 Since 2019

Accepts Remote Clients

Hastings on Hudson, NY
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200209
Active Dates
Apr 6, 2019 – Apr 6, 2027

About Jermaine Wilson

Jermaine has spent the past 16 years helping individuals and families protect, grow, and preserve their hard-earned and accumulated assets. By taking a comprehensive look through each client’s unique financial lens, she helps uncover opportunities to reduce unnecessary losses, maximize existing resources, and create strategies designed to support their financial goals—from pre-retirement through retirement.

Licensed to conduct business in multiple states, Jermaine brings a personalized, education-first approach to every client relationship. She holds a dual Bachelor of Science degree in Mathematics and Chemistry from CUNY–Brooklyn College, with a concentration in Finance. She is also a member of the National Association of Certified Financial Fiduciaries (NACFF), CFF®, an organization dedicated to putting clients’ best interests first. Additionally, as a National Social Security Advisor, she specializes in helping clients better understand the complexities of Social Security and how it can fit into their overall retirement strategy.

When she’s not building customized financial strategies for her clients, Jermaine enjoys giving back through community service alongside her family and spending quality time baking with her four daughters.

Areas of Specialization

Retirement Planning Estate Planning College Planning Insurance Social Security Financial Planning General Financial Guidance

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