My approach is focused on helping to provide clients with a work-optional lifestyle and to give them the financial freedom to pursue their dreams by focusing on high-quality long-term investments. Using the powerful tools and resources of Edward Jones, I closely monitor my client's progress and help keep their goals on track.
I live in Santa Cruz with my wife, Rachel, and son, Jack. When I am not spending time with my family, you can find me surfing the world class waves of Santa Cruz or running and cycling the beautiful coastline of central California.
I would love to hear about your financial goals, so please give me a call at 831-234-4764 or send me an email at [email protected]. I look forward to getting to know you!
- Business Retirement Plans
- New Investors
- Retirement Savings Strategies
- College Savings
Phone NumberMark A Gerber at (831) 438-2778
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