Broker Check
Mark Gerber, CFP®Financial Advisor

Mark Gerber, CFP®
Financial Advisor

…"I love making a difference in people’s lives”
…“I’m in the relationship business.”
…“I do “holistic” Financial Planning and Wealth Management; in which I use specific tools, techniques & strategies I’ve developed over the past 20 years, to help people identify and work towards eliminating gaps and overlaps in their overall financial structure.”

Education, experience and logic are what Mark relies on to assist clients in making decisions about their money so they can pursue whatever is most important to them. MG Financial Advisors strives to provide mutual respect, open communication and a collaborative approach in Mark’s professional relationships. His investment approach takes into account long-term financial plans, values-based investing and a balanced approach to risk management. He is an advocate for clients and provides insight acquired over 20-plus years in the financial services industry. Mark feels that all he has achieved in his career and personal pursuits has been through trust, integrity, professionalism and hard work. 

Education and Association Information:

B.S. Degree, Business Administration
   Colorado State University, Fort Collins, CO
ChFc® and CLU® designation courses
   The American College, Bryn Mawr, PA
National Association of Insurance and Financial Advisors
Qualifying and Life Member, Million Dollar Round Table (MDRT)
Gideons International