Ken Gerber Financial Guide

Ken Gerber Financial Guide I work to provide Veterans, families, & business owners with assistance in building financial freedom. Then I went back to school got a degree in Phycology.

I have the skills, knowledge and experience required to help meet my client’s goals. My goal is to become a lifetime resource for each and every client. I’m Kenn, I was born in Hollywood, Ca and raised in Glendora went to high school there. After High school I went on a mission to Toronto Canada for my church and then into the Marine Corps, While in the Marines I traveled Thailand, Korea, and Okin

awa. Over the years My wife and I have housed a large number of other peoples kids. As I have been working I always wanted the ability to help more people. So I started working with Capstone Partners. I live just outside of Park City UT. and I am a business owner helping people with Medicare insurance and financial planning. Did you know most people say the biggest problem they have is their finances. That is why I started working with Capstone Partners which is a Financial Services Company. Our Utah office is in Lehi. I work locally here in Kamas, Heber, and Park City. I build ongoing relationships with my clients. I add value to the relationship by bringing education, tools, and challenging them so that they hit their financial goals. I coach my clients, guide them, and work closely with them to get to where THEY want to be. In respect to securing their life, preserving their future, protecting their family, and contributing to their ability to serve others and making a bigger difference in the world. Typically, I work with business owners and families who are frustrated by the roadblocks they’ve hit, concerned with their future, their exit plans and upset because their financial plan isn’t where they want it to be.

Even if you are covered by disability income insurance through your employer, the level of income protection it provides...
05/16/2024

Even if you are covered by disability income insurance through your employer, the level of income protection it provides may not be enough. Let’s make sure you’re protected.

As the AAPI community continues to build a brighter tomorrow, I can help you feel more secure about your future. Let’s ...
05/15/2024

As the AAPI community continues to build a brighter tomorrow, I can help you feel more secure about your future. Let’s connect.

You have your sights set on the future — sending the kids to college, retirement, leaving a legacy... a steady investmen...
05/10/2024

You have your sights set on the future — sending the kids to college, retirement, leaving a legacy... a steady investment strategy can help you get there.

A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.

When it comes planning for retirement income, a managed withdrawal strategy may no longer be sustainable. Let’s talk abo...
05/09/2024

When it comes planning for retirement income, a managed withdrawal strategy may no longer be sustainable. Let’s talk about how an annuity can provide peace of mind by generating retirement income for life.

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importa...
05/09/2024

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importance of protecting your income with disability income insurance. Contact me today.

05/08/2024

For some, “Get life insurance” stays on the to-do list because they think it’s just too expensive. Let’s talk about a strategy to help get the coverage you need within your budget.

05/07/2024

Working with a financial professional can help you feel more prepared for the future and confident in your decisions. Talk to me to get started.

Contributing to retirement plans and offering insurance benefits can go a long way toward loyalty. Contact me to learn a...
05/06/2024

Contributing to retirement plans and offering insurance benefits can go a long way toward loyalty. Contact me to learn about your options.

Disability income insurance should be part of your holistic financial plan. Let’s talk about getting you the coverage th...
05/02/2024

Disability income insurance should be part of your holistic financial plan. Let’s talk about getting you the coverage that fits your needs and budget while protecting the ones you love.

Happy Asian American and Pacific Islander Heritage Month! I’m honored to serve this community by helping you secure your...
05/01/2024

Happy Asian American and Pacific Islander Heritage Month! I’m honored to serve this community by helping you secure your future and protect the ones you love.

04/29/2024

Physicians and dentists often graduate with sizable medical school debt. Defaulting on a loan due to a disability early into their career may affect their credit, lifestyle, and employment opportunities. Help your physician and dentist clients learn more about income protection.

As we celebrate the contributions of entrepreneurs across the nation, be sure you take the opportunity to learn more abo...
04/29/2024

As we celebrate the contributions of entrepreneurs across the nation, be sure you take the opportunity to learn more about ways to grow, protect, and value your business. Contact me to learn more.

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Glendora, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18015024999

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