Meet Kerry Worden
Bridging the worlds of real estate, finance, and retirement planning — with a real-world perspective that turns complexity into clarity.
Kerry Worden has spent his adult life bridging the worlds of real estate, finance, and retirement planning. With a background spanning mortgage lending, real estate investing, tax strategies, and personal financial advising, Kerry brings a unique, real-world perspective to helping others transition from active income to lasting retirement security.
Kerry combines deep technical knowledge with a passion for teaching. He believes that real retirement isn't just about stopping work — it's about creating a life you don't want to retire from.
When he's not helping clients design their retirement blueprints, you'll find him spending time with his family, exploring new real estate markets, or planning his next sailing adventure.
Work with KerryLicenses & Designations
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A Whole-Life Approach to Retirement
Real Estate & Mortgage
Decades of hands-on experience in mortgage lending, real estate investing, and property strategy — from first-time buyers to seasoned investors.
Tax & Financial Strategy
Deep expertise in tax deferral, investment advising, and building tax-efficient retirement income streams that last.
Retirement & Life Planning
Certified in retirement income and Social Security analysis — helping clients design a retirement they actually want to live.
A Life Well Lived
When not helping clients, Kerry is with family, exploring new real estate markets, or planning his next sailing adventure.
Retire on Real Estate
or The Realtor's Retirement Plan
Kerry's step-by-step guide to creating lasting financial freedom through property. Whether you're a real estate agent nearing retirement or a professional looking to turn property into passive income, this book reveals practical strategies for turning your career experience into long-term wealth.
Inside, you'll discover how to leverage home equity, rental income, and real estate investments to retire confidently — without relying solely on savings or pensions.
Ready to Start Your Retirement Blueprint?
Let Kerry guide you through every piece of the puzzle — from investments and taxes to mortgages and income planning.
Get in Touch