Gerald Matthew Koler,  CFP<sup>&reg;</sup> - Financial Advisor

Gerald Matthew Koler, CFP®

Koler Financial Group

6400 Pearl Rd
Parma Heights, OH 44130-2907
(440) 884-7042

General

Gerald Koler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Koler Financial Group in Parma Heights, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

 

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Insurance, Retirement

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