Provides personalized fiduciary financial planning and investment management in Folsom, California, helping individuals, families, and professionals align their wealth with their values and long-term goals. Whether you are planning for retirement, navigating a life transition, or growing your business, our expert team of financial advisors are here to help you gain Confidence, Connection, and Clarity.
For 30 years, Gasber Financial Advisors has been helping clients build bridges to brighter financial futures. We serve as your expert financial advisors, guiding you on every aspect of your financial journey. By deeply understanding what is important to you, we create a personalized roadmap that gives you peace of mind and ensures you are on track for a successful financial future.
Just like the Folsom Bridge, we offer stability, strength, and a clear path forward helping you cross confidently toward your brighter financial future.
Feel grounded in your finances with trusted, fiduciary guidance. Gain peace of mind knowing your plan is designed with your best interests in mind.
Build lasting relationships with advisors who truly listen and care. Experience support that grows alongside you through every financial chapter.
See your path forward with a customized financial roadmap designed for your life. Understand each step with clarity so you can make decisions with confidence.
We are your trusted partners, dedicated to helping you build the life you envision with confidence, purpose, and peace of mind.
Financial planning involves creating a structured strategy to align financial resources with personal values and long-term objectives. It provides a framework for preparing for future goals, managing potential risks, and making informed decisions that support overall financial stability.
Through this process, clients gain greater clarity, organization, and confidence in achieving their financial aspirations.
We begin with a detailed discovery of your financial circumstances, needs, goals, and values. Together, we design a personalized roadmap that brings clarity and confidence to every aspect of your financial life.
Core Components:
Retirement and tax planning • Investment analysis • Insurance and benefits planning • Estate and legacy planning • Cash flow and liquidity management
A successful investment experience is key to achieving your financial goals. We believe in a disciplined, evidence-based approach to investing that helps you stay focused through all market conditions.
We partner with clients through every important stage of life.
Individuals navigating divorce or major life transitions
Widows and widowers seeking clarity and peace of mind
Single women building financial independence
Families managing inheritance or caring for loved ones
Multi-generational families focused on long-term wealth stewardship
Professionals balancing careers, family, and future planning
Entrepreneurs and small business owners growing and protecting their success
Building Your Foundation
We partner with active families, busy professionals, and business owners who are accumulating assets and establishing financial independence.
Navigating Change
We guide clients through major life events such as purchasing a home, selling a business, funding education, or changing careers.
Living with Confidence
We help clients prepare for a fulfilling and stress-free retirement while supporting the causes and people they care about most.
At the heart of Gasber Financial Advisors are Gerry Gasber, Founder and President, and Karen Miller, Director of Financial Planning. Together, they bring decades of expertise, leadership, and a shared passion for helping clients achieve financial confidence.
We are proud to be a fee-only fiduciary firm, providing objective advice without commissions or hidden agendas.
With over 40 years of combined experience, our team brings deep expertise, compassion, and professionalism to every client relationship.
Whether you are planning for retirement, navigating a divorce, preparing your legacy, or simply seeking a trusted partner to guide your financial journey, we’re here to support you every step of the way along your path to financial success.
© 2025 Gasber Financial Advisors, Inc.
