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

Gerald M. Kleber, Jr. CRC, RFC

Founding Partner

Along with my nearly 25 years of experience in wealth management and financial planning, I have worked to build a team of experienced professionals here at Summit Financial & Insurance Services. 

My first career was providing various claims and investigative services to insurance companies, which I started, built and sold in the 1990s. After completing a B.S. in Business Management from Biola University and leading financial programs at church, I was able to pursue my dream job of becoming a financial advisor. Since then, I have earned credentials including Certified Retirement Counselor, Registered Financial Consultant, a Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63 and 66 License Holder. He also has his California Insurance License. I am also honored to have been a multi-year recipient of the Five Star Wealth Manager Award.*

Over the years, I have gained experience and expertise in providing comprehensive financial and wealth management plans, individual and employer-sponsored retirement plans and both life and long-term care insurance solutions.  I have been blessed to have been able to work with a lot of women over the years, including many widows, and am passionate about empowering women in the financial world.

During his free time Jerry enjoys spending time with his wife April, of over 33 years. Attending church, traveling, kayaking, cycling and exploring the PNW are highlights. We are blessed to live fairly close to our adult son, Michael, as well as our daughter Megan and her husband, Sam, and enjoy time, travel and activities with them as well.

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.