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Jason Gerber, CFP®, AIF®

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Jason Gerber, CFP®, AIF®

Managing Partner, Little Rock

 

    

LinkedIn

Jason Gerber, CFP®, AIF®, is a Managing Partner for Prime Capital Investment Advisors’ (PCIA) Little Rock, Arkansas location. With 15 years of industry experience, Jason consults companies focused on increasing the quality of their sponsored retirement plan. Working with their team to help engage employees, Jason assists employees in taking charge of their financial future and better utilizing the benefits provided to them.

Jason enjoys serving his clients with a problem-solving approach, while also breaking down complex financial matters in a way that best helps his clients feel empowered to make the right decisions for their future. He is passionate about helping clients better manage their wealth in preparation for and throughout retirement.

Having received his Master’s Degree in Personal Financial Planning, Jason is a Certified Financial Planner (CFP®), as well as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plan Specialist (CRPS), and Accredited Investment Fiduciary (AIF®). In his spare time, he enjoys running, boating and cooking. His wife, Kandace, and their three children are very involved in raising support and awareness for children in the foster care system throughout Arkansas, where they hope to connect those waiting children to forever families.

 

 

Articles by JasonReturn to Team Page

Jason Gerber, CFP®, AIF®

Jason Gerber, CFP®, AIF®

Managing Partner, Little Rock

 

    

LinkedIn

Jason Gerber, CFP®, AIF®, is a Managing Partner for Prime Capital Investment Advisors’ (PCIA) Little Rock, Arkansas location. With 15 years of industry experience, Jason consults companies focused on increasing the quality of their sponsored retirement plan. Working with their team to help engage employees, Jason assists employees in taking charge of their financial future and better utilizing the benefits provided to them.

Jason enjoys serving his clients with a problem-solving approach, while also breaking down complex financial matters in a way that best helps his clients feel empowered to make the right decisions for their future. He is passionate about helping clients better manage their wealth in preparation for and throughout retirement.

Having received his Master’s Degree in Personal Financial Planning, Jason is a Certified Financial Planner (CFP®), as well as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plan Specialist (CRPS), and Accredited Investment Fiduciary (AIF®). In his spare time, he enjoys running, boating and cooking. His wife, Kandace, and their three children are very involved in raising support and awareness for children in the foster care system throughout Arkansas, where they hope to connect those waiting children to forever families.

 

 

Articles by JasonReturn to Team Page

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