Wealth Management Advisers
Team
At Wealth Management Advisers, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What's the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
JOHN GERKEN
Registered Principal
T: (949) 600-9900
F: (949) 600-9908
jgerken@cfiemail.com
John Gerken is a personal financial consultant and investment advisory associate licensed with Centaurus Financial. As a registered principal, he specializes in personalized financial and retirement planning for individuals, businesses...
ANDREW GORDON
Registered Principal
T: (949) 600-9900
F: (949) 600-9908
agordon@cfiemail.com
Andrew will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs.