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Gerhart Kloiber, MSF,CFP®

Wealth Manager
Gerhart serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans. Gerhart practices in the areas of retirement planning, investment management, risk management, estate planning and debt management. Prior to joining Creative Planning, he worked for major investment advisory firm as a wealth advisor and Medicare consultant. Gerhart has spent his career educating individuals in personal finance, understanding his clients' needs and working to help them reach financial independence. Gerhart earned a Bachelor of Science degree in Finance and International Business and a Master of Business Administration degree from the University of Kansas. Gerhart and his partner, Brenda, enjoy getting outdoors on their bikes and spending time with their dog, friends, and family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021