Gebhardtgroupinc

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Financial Planning Consultants, Financial Planners, Investment Advisory Service

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

(925) 283-9150Call Visit WebsiteVisit Website Map & DirectionsDirections3620 Happy Valley RdLafayette, CA 94549 Write a ReviewWrite Review

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Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 3:00 pm

Places Near Lafayette with Financial Planning Consultants

Orinda (5 miles)
Walnut Creek (6 miles)
Moraga (6 miles)
Pleasant Hill (8 miles)
Alamo (9 miles)
Piedmont (12 miles)
Concord (13 miles)
Berkeley (13 miles)
Danville (14 miles)
Martinez (14 miles)

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Extra Phones: TollFree: (877) 283-9150
Neighborhood: Downtown Lafayette
Other Link: https://www.gebhardtgroupinc.com/contact-us
Categories: Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Taxes-Consultants & Representatives

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Phone: (925) 283-9150

Address: 3620 Happy Valley Rd, Lafayette, CA 94549

Website: https://www.gebhardtgroupinc.com/contact-us

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Gebhardtgroupinc

Tax Planning
Charitable Giving
Depending on your needs, we may bring in other experts and planning professionals, such as a Valuation Specialist of Charitable Giving Specialist, to address specific needs. We will coordinate each professional’s individual expertise and incorporate their recommendations into your Wealth Plan as appropriate.

Investment Management
Today, families live in the fast lane, with incredibly busy, complex lives. Families come to us with the desire to create a better balance between their work lives and their family time. At Gebhardt Group, Inc. we understand this challenge. Beyond the traditional aspects of financial planning and investment management, we assist families in setting priorities. We make it easier to say “no” to the barrage of requests that can risk taking them “off course” and keep them out of balance.
Mutual Funds
Matthew began his career in financial services in 1995 with A.G. Edwards & Sons, Inc. and became fully licensed as an Investment Broker in 1996. He spent 17 years as a national spokesperson for large mutual fund and insurance companies (Lord, Abbett & Co, Putnam, and MetLife).
Wealth Management
Our mission for families is to help protect lifetime income, create and preserve a legacy that last generations, and ultimately, help them get their complete financial house in order. We do that all by utilizing a disciplined approach to wealth management, ultimately connecting the dots between a family’s finances and all the things that matter most in their lives. This is how we help define and protect your True Wealth.

Financial Planning
Janine comes to Gebhardt Group with 20 years of experience in the Financial Planning industry. She joins the team as a Para-Planning professional, bringing creativity and an analytical acumen to her craft of helping individuals, families and business owners clarify and define their goals while aligning their goals with their wealth.
Retirement Planning
Janine obtained her Certified Financial Planner ® certificate in 2008, after also obtaining her Chartered Retirement Planning Counselor™ certificate, and Series 66 and 7. She is a member of the Financial Planning Association, East Bay Chapter. She holds a Bachelor of Arts degree in Finance from Vanguard University in Costa Mesa, CA.
Asset Management
QTA challenges the more common academic theory-based investing model (buy and hold asset allocation) and prediction-based investing model (market-timing).
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