Jim Gebhardt Email & Phone Number
President | Wealth Advisor @ Gebhardt Group, Inc
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Jim Gebhardt Location
- Lafayette, CA, US
Jim Gebhardt Work
- President | Wealth Advisor @ (May 2005 - Present)
- Vice President - Investments @ (October 1999 - May 2005)
- Financial Advisor @ (January 1996 - October 1999)
Jim Gebhardt Education
- University of Rochester
Bachelor of Arts (Economics & Psychology)
1988-1992 - Jamesville-Dewitt High School
Diploma
1984-1988
Jim Gebhardt Skills
- 401k
- Annuities
- Asset Allocation
- Asset Management
- Asset Protection
- Bonds
- Bonus Plans
- Budgeting
- Business Transition Planning
- Coaching
- Collaborative
- Creative Problem Solving
- ESOP
- Estate Planning
- Finance
- Financial Advisory
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Annuities
- Holistic Financial Planning
- Insurance
- Investment Strategies
- Investments
- Legacy Planning
- Life Coaching
- Life Insurance
- Life Insurance strategies
- Life Planning
- Long-Term Care
- Management
- Medicare
- Money Management
- Money Market
- Motivational Speaking
- Multigenerational Planning
- Mutual Funds
- Portfolio Management
- Private Insurance
- Public Speaking
- Qualified Plans: 401k, 403b
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Risk Management Strategies
- Series 7
- Stocks
- Strategic Financial Planning
- Strategy
- Succession Planning
- Term Life Insurance
- Trust Services
- Wealth
- Wealth Management
- Wealth Management Services
Jim Gebhardt Summary
- Jim Gebhardt, based in Lafayette, CA, US, is currently a President | Wealth Advisor at Gebhardt Group, Inc. Jim Gebhardt brings experience from previous roles at Smith Barney and Merrill Lynch. Jim Gebhardt holds a 1988 - 1992 Bachelor of Arts in Economics & Psychology @ University of Rochester. With a robust skill set that includes 401k, Annuities, Asset Allocation, Asset Management, Asset Protection and more. Jim Gebhardt has 1 emails and 1 mobile phone numbers on RocketReach.
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