Broker Check
Gerald M. Kleber, Jr. CRC, RFC

Gerald M. Kleber, Jr. CRC, RFC

Founding Partner

Gerald M. Kleber, Jr., CRC, RFC has over two decades of experience in the financial and insurance services field. Building a successful company, providing individual and employer-sponsored retirement plans, life insurance services, as well as providing comprehensive wealth management plans are just a few of the services he offers his clients. Jerry has also earned a reputation for being a valuable resource for women's financial and retirement planning and is very passionate about empowering women in the financial world. He dedicates his time and energy to help his clients maintain and pursue their financial goals.


Jerry has a B.S. in Business Management from Biola University, is a Certified Retirement Counselor and a Registered Financial Consultant, a Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63 and 66 License Holder. He also has his California Insurance License and is a Long Term Care Professional.


During his free time Jerry enjoys spending time with his wife April, of nearly 30 years, and his son and daughter, who have recently graduated college. He also enjoys being involved in his community, serving in leadership in his church and developing retirement plans for churches and pastors.


  • B.S. in Business Management - Biola University
  • Certified Retirement Counselor
  • Registered Financial Consultant
  • California-licensed insurance professional
  • Financial Industry Regulatory Authority (FINRA) Series 6,7, 63 and 66 license holder
  • Long Term Care Professional
  • Investment Advisor Representative
  • 5 Star Wealth Manager Award 2018, 2019, 2021

Registered Representative of SagePoint Financial.

CA Ins. Lic. #0C78213

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. The award methodology does not evaluate the quality of services provided and the award is not indicative of the award winner’s future performance.