Kerri Self, AIF^®

Senior Client Services Consultant 

916-297-6394
kerri.self@bridgeport.financial

With more than 20 years of experience in the financial services industry, Kerri is dedicated to building meaningful relationships and delivering exceptional service to clients. Her passion lies in helping others, ensuring every client feels valued and supported.

Kerri’s knowledge spans a wide range of areas, including financial planning, retirement planning, business succession planning, estate planning, and life and disability insurance. Kerri works closely with her advisor helping business owners develop and maintain prudent corporate retirement plans. She also works with plan participants, empowering them to navigate their retirement options and make sound financial decisions. 

Outside the office, Kerri enjoys spending time with her husband and two adult children, staying active through camping, fishing, hiking, paddleboarding, kayaking, and even running races as a family. Her enthusiasm for both professional and personal connections makes her an integral part of the BridgePort team.