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.

Phone 440-884-7042
Fax 440-845-0065
E-mail