Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200076
Active Dates
Dec 13, 2018 – Dec 13, 2026
About Kevin Gerbers
Kevin Gerbers has enjoyed a long career in finance, both in the corporate realm and private practice. His experiences in the corporate world gave him extensive training in the role he holds in the highest regard: customer service. His greatest fulfillment comes from working closely with clients and helping them achieve their goals.
While some financial services professionals prefer to focus exclusively on income and investments, Kevin favors a more holistic approach. He understands that the secret to successful retirement planning is to plan for the unexpected and that taxes, health care and legacy planning are just as important as income and investments. By integrating these five key areas into financial planning, Kevin helps clients succeed in all areas of their financial lives.
Above all, Kevin loves to hear clients’ stories – where they’ve been, what they’ve done and where they hope to go. He holds most meetings in his office but is available for house calls and via Zoom for those who need the flexibility. So, what’s your story? To start a conversation with Kevin Gerbers, call 210.549.4053 or email info@pinnaclestrategicwealthinc.com.
Serving Clients in the San Antonio Area Since 2019
Born and raised in Green Bay, Wisc., Kevin earned a bachelor’s degree in Business Administration at Lakeland University in Sheboygan. He also possesses a Series 65 securities license and is a Certified Financial Fiduciary, which reflects his commitment to putting clients’ interests first. In 2019, he established Pinnacle Strategic Wealth, Inc., which serves clients throughout the San Antonio area.
Kevin moved to San Antonio in 2019 with his lovely wife, a native Texan and former officer in the United States Army. Kevin enjoys spending time with his wife, their two dogs and his two adult stepchildren. Kevin is active in his church and enjoys outdoor activities such as golf, sporting events and concerts.
Since 2016, Kevin has been involved with the American Financial Education Alliance, a nonprofit that helps people take control of their finances through comprehensive education. In 2018, Kevin started the San Antonio chapter of AFEA and serves as the chapter President. Kevin believes strongly in the value of financial education and literacy and finds fulfillment in helping people understand their options. Kevin is an active member of VFW Auxiliary 12205.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Investing
Budgeting
Insurance
Social Security
Financial Planning
General Financial Guidance
Disclosure:
Kevin Gerbers offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Pinnacle Strategic Wealth, Inc. is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Kevin Gerbers, independent agent.
This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review.
Pinnacle Strategic Wealth, Inc., Kevin Gerbers, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
