Gerald Gasber (CFP®, CFS®, CIMA®, CIMC®, CPFA)

Gerald Gasber focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • College/Education Planning
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

OUR MISSION is to assist our clients in the creation of a life that excites them, nutures those they love and fulfills their highest aspirations. By creating and implementing a prudently crafted, comprehensive financial strategy, we enable our client to devote more time and attention to what truly matters in life, secure in the knowlegde that the important financial details are being addressed.

NAPFA Start Date

April 26, 2004


This Office

81 Blue Ravine Rd Ste 250 Folsom, CA 95630-4157 Phone: (916) 985-2594 Fax: (916) 985-2001