Background & Credentials
- BA, Environmental Studies, Sonoma State University
- Investment Advisor and Branch Manager/OSJ at Western International Securities
- Principal at GBS Financial
- Financial Advisor at Merrill Lynch
Gerard began his career at Merrill Lynch and has been working with clients as a financial advisor for over 20 years. He specializes in investment management, financial wellness, IRA's, 401K's, 403B's, and insurance planning.
For 15 years he was the owner and President at GBS Financial, a hybrid Broker Dealer, regulated by FINRA/SEC/MSRB. In 2014 he merged GBS Financial with Western International Securities, where he continued working with clients and supervising approximately 15 independent advisors.
Gerard is focused on helping his clients grow and manage their own personal wealth. He is also a co-founder of Core Wealth Partners and is leading the vision and development effort of the firm.