Gasber Financial Advisors, Inc.

Gasber Financial Advisors, Inc. (CRD# 157329) is a financial advisory firm headquartered in Folsom, CA. They manage $122,760,166 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $852,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Gasber Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Karen A. Miller
CRD#: 2945192
81 Blue Ravine Road, Suite 250, Folsom, CA 95630
90
Wealthminder
score

Karen Miller (CRD# 2945192) is an Investment Advisor Representative working at Gasber Financial Advisors, Inc. in Folsom, CA and has 1 year of experience in the finance industry. Karen Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gerald E. Gasber
CRD#: 865663
81 Blue Ravine Road, Suite 250, Folsom, CA 95630
86
Wealthminder
score

Gerald Gasber (CRD# 865663) is an Investment Advisor Representative working at Gasber Financial Advisors, Inc. in Folsom, CA and has over 19 years of experience in the finance industry. Gerald Gasber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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