Gerald Gasber has been President of Gasber Financial Advisors since September 1995, is a control person of the firm and directly owns 75% or more of it. Gerald Gasber holds a Bachelor's degree in History from the University of California at Davis.
Gasber Financial Advisors, Inc is a Folsom, CA firm with $178M under management, 183 clients and 2 advisers in one office, as of its February 2026 filing.
Gerald Gasber is Founder and President of Gasber Financial Advisors, Inc. His financial services career spans over four decades. He began it in 1979 as a stockbroker with Kidder Peabody & Co. and in 1983 left to found his first personal financial planning firm.
Gerald Gasber’s longest registration was 16 years at Gasber & Grecu Financial Advisors, LLC (1995–2011). Before joining Gasber Financial Advisors in 2012, Gerald Gasber was registered through Associated Planners Investment Advisory Inc and Associated Securities Corp.
- – present · 14 yearsFolsom, CA · Adviser representative · Firm CRD 157329
- Associated Planners Investment Advisory Inc– · 8 yearsGold River, CA · Adviser representative · Firm CRD 104790
- Associated Securities Corp.– · 8 yearsGold River, CA · Adviser representative · Firm CRD 12969
- Gasber & Grecu Financial Advisors, LLC– · 16 yearsGold River, CA · Adviser representative · Firm CRD 113771
Professional designations
Listed by Gasber Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Fund Specialist (CFS)
- Certified Investment Management Consultant (CIMC®)
- Certified Investment Management Analyst (CIMA®)
- Certified Plan Fiduciary Advisor (CPFA)
Investment adviser representative registrations
Gerald Gasber is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in February 2012.
- CaliforniaSince 10 February 2012
- TexasResidentSince 27 February 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 1997 |
| Series 24 | General Securities Principal Examination | 27 February 1984 |
| Series 7 | General Securities Representative Examination | 21 April 1979 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Gerald Eugene Gasber
- CRD
- 865663
- Firm
- Gasber Financial Advisors · CRD 157329
- Role
- President
- Office
- 81 BLUE RAVINE ROAD, SUITE 250, Folsom, CA 95630-4157
- Registration
- Investment adviser registration
- In the industry since
- December 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gasberfinancial.com
Where does Gerald Gasber work?
Gerald Gasber has been President of Gasber Financial Advisors, Inc since September 1995, and is a control person of the firm.
Is Gerald Gasber a financial advisor?
Yes. Gerald Gasber has a current investment-adviser registration in California and Texas, through Gasber Financial Advisors since February 2012.
How many years of experience does Gerald Gasber have?
Gerald Gasber has 30 years in the financial industry, since December 1995, across 4 adviser firms.
What exams has Gerald Gasber passed?
Gerald Gasber has passed 4 licensing exams: the Series 7, Series 24, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1979.
Where did Gerald Gasber work before Gasber Financial Advisors?
Before Gasber Financial Advisors, Gerald Gasber was registered through Associated Planners Investment Advisory Inc, December 1995 to April 2004; Associated Securities Corp., December 1995 to April 2004; Gasber & Grecu Financial Advisors, LLC, October 1995 to December 2011.
Where is Gerald Gasber based?
Gerald Gasber’s registered office is in Folsom, CA.
Is Gerald Gasber registered with FINRA?
No. Gerald Gasber has no current broker registration.
Is Gerald Gasber a CFP?
Gasber Financial Advisors lists Gerald Gasber with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gerald Gasber’s record?
Search CRD 865663 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerald Gasber’s full registration record.
