Gerry Harshberger

Gerry Harshberger is an owner and founder of Placer Wealth Management. He started his career in the financial services area in 1988 and his many years of experience combined with his “clients first” approach empowers him to offer a valued level of service. In addition he has access to sophisticated products allowing him to meet the ever changing needs of his clientele. He specializes in retirement and estate planning for individuals and small to mid size businesses.

He grew up in the Bay Area of Northern California but but currently resides in Lincoln, California. In his free time Gerry can be found at the lake; camping, river boating, cycling the hills around Lincoln or golfing.

Gerry holds the Series 7, and 66 registration with LPL Financial. He is also insurance licensed.