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Gerald G

CFP®, Series 63, Series 65

Folsom, CA

Gasber Financial Advisors, Inc

Gerald Gasber is a CFP® with 30 years of experience in the financial industry. He has been with Gasber Financial Advisors, Inc. since 1995. The firm serves individuals and families, including high-net-worth clients and business owners, offering fee-only financial planning, investment management, and wealth management services. Gasber Financial Advisors follows an evidence-based, strategic asset allocation approach using index funds and ETFs to build globally diversified portfolios.

General retirement planning Social Security optimization Medicare planning General tax planning Cash flow / budgeting Retired Founder/Business Owner Executive Approaching retirement
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Karen M

CFP®

Folsom, CA

Gasber Financial Advisors, Inc

Karen Miller is a CFP® professional with 12 years of industry experience, currently serving at Gasber Financial Advisors, Inc. in Folsom, CA. She has been with the firm since 2013. Gasber Financial Advisors, Inc. serves individuals and families, including high-net-worth clients, retirees, business owners, and charitable organizations, as well as qualified retirement plans. The firm employs an evidence-based, strategic asset allocation approach using index funds and ETFs to build globally diversified portfolios and manages approximately $160 million in client assets.

General retirement planning Social Security optimization Medicare planning General tax planning Cash flow / budgeting Retired Founder/Business Owner Executive Approaching retirement
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