James C. Gebhardt,  CFP<sup>&reg;</sup> - Financial Advisor

James C. Gebhardt, CFP®

Financial Consultant

Gebhardt Group, Inc.

3470 Mt Diablo Blvd, Ste A210
Lafayette, CA 94549
(925) 283-9150

General

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gebhardt Group, Inc. in Lafayette, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Banking, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources