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Meet The Team

Certified Investment Management Analyst® (CIMA®) Certification Program

Issued by Wharton Executive Education
The Certified Investment Management Analyst® (CIMA®) Certification is the only credential of its kind designed specifically for financial professionals seeking to distinguish themselves as advanced investment consultants  
Wharton faculty — led by Jeffrey Jaffe, an expert on corporate finance, investments, and money management — apply their field-based research and the latest strategic insights on modern portfolios, as well as investment alternatives that are changing the face of investing today, such as private equity, commodities, and hedge funds.  

Chartered Retirement Planning Counselorâ„  or CRPC® Professional Designation


Issued by College for Financial Planning
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.  

Keith Gebert

Founder

keith@rightbridgefinancial.com

Keith Gebert is the founder of RightBridge Financial Group. He has been in the financial industry since 2006 and has a strong background in strategic planning. During his time in the industry, Keith has had the opportunity to consult...

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Jessica Serralta

Investment Advisor Representative | Insurance Agent

jessica@rightbridgefinancial.com

Alan Gilmore

Legal and Compliance - Independent Council

agilmore@gilmorefirm.com

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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