Gerard Colistra, CLU, ChFC
Sage Financial Associates
Gerard ”Jerry” has been in the financial services marketplace since 1978, and has been associated with several of the Sage Financial Associates since 1994.
He offers services in 401(k) consulting and plan design, including participant retirement solutions. Jerry also advises clients in estate planning, coordinating the planning with the clients CPA’s and estate tax attorneys and handles the placement of life insurance when needed in the plan.
Jerry also is an advisor on commercial and personal property and casualty insurance and corporate employee benefits.
In his busy schedule one of his most important priorities is Lorraine, his wife of 41 years, and their three sons and their seven grandchildren.
Jerry is a student of healing energy and is a healing touch practitioner. He enjoys several indoor and outdoor activities and loves to introduce the grandchildren to them.