James Gerber

Associate Wealth Advisor - Future CFP

Role
Associate Wealth Advisor at Earned Thomas Doll
Location
Provo, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About James Gerber

I am a recent graduate in accounting and financial planning. I am dedicated to learning the ins and outs of personal finance to help guide my future clients to reach their financial goals.

Experience

  1. Associate Wealth Advisor

    Earned Thomas Doll

    Sep 2023 — Present · Walnut Creek, CA, US

Education

  • Brigham Young University - Idaho

    Bachelor's degree, Accounting and Business/Management

    2022

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James Gerber — Associate Wealth Advisor at Earned Thomas Doll in Provo, UT, US | Unifers