Gerhart Kloiber, CFP®

Gerhart serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Gerhart has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Gerhart worked for an independent investment advisory firm as a wealth advisor.

Gerhart earned a Bachelor of Science degree in business and a Master of Business Administration degree from the University of Kansas. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Gerhart and his wife, Brenda, have two dogs: Oliver and Petey. In his spare time, Gerhart enjoys fitness, cycling, studying the automotive industry, and traveling.