Broker Check
RE: Retirement 18 Years’ Worth of Days The Cycle of Investing The Cost of Procrastination Social Security: By the Numbers

"An investment in knowledge pays the best interest." - Benjamin Franklin

Our History

A Family Owned Business for over 40 years..

Learn more

Our Values

Trust Honesty, Integrity. It’s what our Father taught us, and continues in our Practice and our Lives today.

Learn more

Your Financial Future

Everyone’s Dreams are their unique vision of what they would like to do or become. Whatever your Dreams are, our Goal at Kerby Financial Services, is to make your Dreams, Your Realities. We do this thru Goal setting, Wise Investments, Tax Management And Asset Protection.

Learn more

What We Do


Helping our Friends and Neighbors achieve their dreams in Retirement.

Learn more


Protecting your Income during Retirement.

Learn more


Serving San Diego for over 40 years.

Learn more


Insurance is for those unexpected moments in the journey of your life.

Learn more

Have a Question?

Thank you! Oops!