Jerry Masisak, CPA, PFS

Jerry is Wealth Advisor for W.A. Smith Financial Group. He specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning.

Most recently, before joining W.A. Smith Financial Group, Jerry was partner at Messina-Masisak Group, LLC, a long-standing accounting firm in Northeast Ohio.

With more than 30 years of experience in public accounting, Jerry has a passion for educating and informing clients about their taxes. Jerry lives in Avon with his wife and teenage daughter. His older daughter lives nearby, while his son is at West Point. His hobbies include spending time on Lake Erie, watching sports (he is a diehard Army Black Knights football fan), and restoring vintage muscle cars.

Get to know Jerry

Favorite Food: Pizza

Favorite Movie: Step Brothers or Wedding Crashers

The best piece of advice Jerry has ever received: Hard work pays off.

Favorite Quote: “There is no secret to success. It is the result of preparation, hard work and learning from failure.”
– Colin Powell