Gerald E. Gasber

GASBER FINANCIAL ADVISORS,

Folsom, CA 95630-4157

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CRD#: 865663

Professional summary

Gerald Eugene Gasber, CFP®, CIMA® is a registered financial advisor currently at GASBER FINANCIAL ADVISORS, INC located in Folsom, California.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Gerald has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Biography

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.

Question & Answer

What are your service offerings?

Retirement Income Management

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Social Security Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Baby Boomers

College/Education Planning

Generation X

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Eugene Gasber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1983

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 10, 2012 - Present

GASBER FINANCIAL ADVISORS, INC

Office #1: 81 Blue Ravine Road Suite 250, Folsom, CA 95630-4157

RIA

CRD#: 157329

Folsom, CA

Past

December 14, 1995 - April 5, 2004

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

GOLD RIVER, CA

Past

December 14, 1995 - April 5, 2004

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

GOLD RIVER, CA

Past

October 30, 1995 - December 8, 2011

GASBER & GRECU FINANCIAL ADVISORS, LLC

RIA

CRD#: 113771

GOLD RIVER, CA

Past

February 7, 1984 - April 5, 2004

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

March 10, 1982 - February 6, 1984

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Past

May 1, 1979 - March 11, 1982

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GASBER FINANCIAL ADVISORS, INC

CRD#: 157329 / SEC#: 801-72295

RIA

Registered Investment Advisory firm - (4/27/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/10/2012)

IAR

Texas
(2/27/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/21/1979

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/1984

General Securities Principal Examination

Current Firm

GASBER FINANCIAL ADVISORS, INC

CRD#: 157329 / SEC#: 801-72295

RIA

Registered Investment Advisory firm - (4/27/2011 Approved)

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Contact information

Main Address

81 Blue Ravine Road Suite 250, Folsom, CA 95630-4157

Mailing Address

Phone number

(916) 985-2594

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2023 GASBER FINANCIAL ADVISORS, INC ADV 2A (5/16/2025)

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 159,881,787

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Gerald E. Gasber

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Eugene Gasber's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

GASBER & GRECU FINANCIAL ADVISORS, LLC

ASSOCIATED SECURITIES CORP.

FINANCIAL PLANNERS EQUITY CORPORATION

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

GASBER FINANCIAL ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/1999

Series 63

Date: 6/18/1997

Series 7

Date: 4/21/1979

Series 24

Date: 2/27/1984

Current Firm

GASBER FINANCIAL ADVISORS, INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GASBER FINANCIAL ADVISORS, INC

TRUST BUT VERIFY

Contact information

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