Gerald E. Gasber, CFP®, CFS, CIMC®, CIMA®, CPFA
CEO/Founder, Chief Investment Officer
Gerald E. Gasber is the founder, CEO and Chief Investment Officer of Gasber Financial Advisors, Inc. (GFA). With a financial services career that spans over three decades, Gerry brings a wealth of experience and education to bear when assisting his clients in the achievement of their most important financial goals.
A graduate of the Honors Program at the University of California at Davis, Gerry received his Bachelor’s degree with a major in History in 1974. He also studied abroad at the Georg August University in Goettingen, Germany. Gerry began his financial services career in 1979 as a stockbroker with the Wall Street firm of Kidder Peabody & Co. In 1983 Gerry left Kidder Peabody & Co. to found his first personal financial planning firm. In the same year he also completed his studies through the College of Financial Planning, earning the designation of CERTIFIED FINANCIAL PLANNER ™ (CFP®). Designations of Certified Fund Specialist (CFS), Certified Investment Management Consultant (CIMC®) and Certified Investment Management Analyst (CIMA®) were conferred in 1993, 1996 and 2004. In 2014 after two years of study Gerry passed the final exam and earned the designation of Certified Plan Fiduciary Advisor (CPFA), a specialized designation in 401(k) plan management.
Throughout his career, Gerry has served in various leadership roles including Director of Professional Education and President of the Financial Planning Association of Northern California. A dynamic speaker, Gerry has conducted hundreds of public seminars on the subjects of financial planning and investment management. He has been quoted on financial matters in Financial Planning Magazine, Comstock Magazine, the Sacramento Bee and Assets Magazine. Professional affiliations include the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Investment Management Consultants Association (IMCA), the American Society of Pension Professionals & Actuaries (ASPPA) and the Institute of Business & Finance (IBF).
While Gerry assists Karen in the planning process for new clients, the bulk of his time is spent developing and refining the firms investment strategy, working with a small core of clients and taking care of GFA business.
When he is not serving his clients, Gerry values his time at home with Jan, his wife of 37 years and an undisclosed number of cats. Hobbies include sports cars, travel, reading and the cinema.
Karen A. Miller, CFP®, CPFA
Director of Financial Planning Services
Karen joined Gasber Financial Advisors, Inc. in November 1994 after a ten year career with Macy’s in sales and management. At Macy’s she learned that the core of excellent service consists of careful listening and attention to detail. Today, Karen believes that financial independence should be a realistic goal for everyone, and that getting there need not be a painful experience. Her educational background includes a Bachelor of Science in Business Administration from California State University, Sacramento in 1987, a Paralegal Certificate from MTI Western Business College and completion of the ParaPlanner program through the College of Financial Planning in Denver, both in 1994, a certificate in Personal Financial Planning from UC Davis Extension and the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2013 and the Certified Plan Fiduciary Advisor (CPFA), a specialized designation in 401(k) plan management in 2015.
As Director of Financial Planning Services Karen works with clients in the development and implementation of their customized personal financial plan. This collabrative process starts with the development of personal financial goals, continues with the identification of assets, liabilities and opportunities and concludes with the creation of sophisticated financial strategies. Through regular quarterly meetings Karen insures that the plan is implemented, modifications and updates are made as needed and ultimately, goals are achieved. Karen also works closely with Gerry in the investment and management of client investment portfolios.
Because Karen believes so strongly in the value of financial planning she has given freely of her time in support of the Financial Planning Association of Northern California, serving four years in the position of Co-Director of Membership, serving as President Elect in 2018 and as President in 2019.
Karen lives in the Placerville foothills with her husband and her dog. When she is not studying for a new degree or professional designation, she enjoys spending time with her family and friends, preferably in the outdoors camping, hiking or whitewater rafting.
Client Service Specialist
Lisa Joined Gasber Financial Advisors, Inc., in August 2015 as a Client Service Specialist. She brings with her a superior level of customer service and ethics honed over 19 years in finance, banking and consumer lending; she is also a Notary Public for the State of California. Lisa is passionate about educating clients so that they can rest assured knowing that they have made the right financial decision for their family and that their assets are properly protected.
Lisa grew up in East Sacramento where her family still resides. When she is not in the office she can be found on one of the areas many water ways enjoying the sun and spending quality time with her 2 teenage sons and the families 2 rescue dogs.