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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2011
- Office Locations
- 1
Office Locations
About Gasber Financial Advisors, INC
Gasber Financial Advisors is a Folsom, CA fiduciary, fee-only firm providing personalized financial planning and investment management for individuals, families, and professionals, including retirees and business owners navigating retirement, divorce, life transitions, and legacy planning. The team uses a disciplined, evidence-based investing approach and typically custodies at Charles Schwab. Led by founder Gerry Gasber alongside planning director Karen Miller.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
GERALD EUGENE GASBER
Financial Advisor, General Partner, President
- CRD
- #865663
- Ownership
- 75% or more
KAREN ARVILLA MILLER
Chief Compliance Officer, Director
- CRD
- #2945192
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,697,245 | $524,916 |
| Non-Discretionary | $5,034,666 | $5,034,666 |
| Total | $177,731,911 | $538,582 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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