The founder of Pinnacle Strategic Wealth, Inc., is passionate about helping
individuals and families achieve their ideal retirements.
An All-Inclusive Approach to Financial Planning
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 firstname.lastname@example.org.
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.