Skip to main content

Our financial advice team


Gerardo Vergara, Financial Advisor serving the Fair Oaks, CA area - Ameriprise Advisors

Gerardo Vergara

CFP®, APMA

Financial Advisor

Crumley & Associates
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's of Business Administration, Marketing , St. Mary's College, Moraga California

Awards & recognition

  • Crumley & Associates, Ameriprise Client Experience Award, 2020-2023

Community participation

2024 Annual Day of Service at St. Vincent de Paul Roseville
2024 Annual Day of Service at St. Vincent de Paul Roseville

I have been a part of the business community since 2017 volunteering with organizations like the Better Business Bureau, Hispanic Chamber of Commerce and SBA. I am also a board member for St. Vincent de Paul Placer Country since 2019.

  • St. Vincent de Paul

Interests

Outside of business and finance I love to read and develop my other interests from college, philosophy and music. I love reading and getting together with friends to play and write music. I also enjoy being outdoors and exploring our beautiful state of California.