Gerald M. Koler

 

BACKGROUND AND EXPERIENCE        

Gerald works with customers in all financial areas including:

• Retirement planning
• Investments* - Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• College Funding
• Insurance - Life, Health, Disability, Long-Term Care
  
   

BACKGROUND

• Certified Financial Planner® designation
• Registered Principal with SagePoint Financial, Inc.
• Investment Advisor Representative
• MBA, Finance, Miami (Ohio) University
• B.S. Degree, Finance and Economics, University of Dayton (Summa Cum Laude)
  
   

MEMBERSHIPS

• Financial Planning Association
  
   

COMMUNITY  SERVICE

• Padua Franciscan High School Board of Trustees  - Current Trustee and Former Chairperson
• Padua Franciscan High School Endowment Committee (Former)
• Padua Franciscan High School Alumni Association (Former Chairperson and Treasurer)

 

*Securities offered through SagePoint Financial, Inc.