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Issued by Wharton Executive EducationThe 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.
Issued by College for Financial PlanningIndividuals 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 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...
Investment Advisor Representative | Insurance Agent
Legal and Compliance - Independent Council
Director of Client Development
VP | Financial Planning
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.