Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters