September 1, 2026
How to Talk to Your Family About Your Estate Plan
Having an estate plan is a start. Making sure your family understands it, and each other, is what makes it work when it matters most.
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Financial Planner · Registered Representative
Jerrie Carli
Financial Planner & Registered Representative · Financial Focus, LLC
Jerrie has been in the financial planning industry, with a focus on retirement planning, since 1994. A desire to help individuals achieve financial and retirement success led her to the field, and she has been a trusted member of the Financial Focus LLC team since 1998.
Jerrie approaches financial planning with an enthusiastic, common sense philosophy. When working with clients, she has the ability to analyze their current situation and design a specific, individualized plan to help them realize their financial and life goals.
A longtime Encinitas resident, Jerrie has been active in — and held leadership positions within — local organizations throughout the community. She is married, the mother of three, and grandmother of two. In her spare time she enjoys traveling and spending time with her family and her two dogs.
Background & Qualifications
Over three decades of experience in financial and retirement planning, grounded in community and client service.
Education
Accounting Major
Northern Arizona University
Licensing
Insurance & Annuities
CA Insurance License #0B45294
Registration
Investment Advisor Representative
Financial Focus LLC
Registration
Registered Representative
Osaic Wealth, Inc.
From Jerrie's Desk
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No pressure, no jargon — just a real conversation about your financial picture.