Kevin Gerbers, founder of Pinnacle Strategic Wealth, Inc., is passionate about helping individuals and families achieve their ideal retirements. With extensive experience in both corporate finance and private practice, Kevin prioritizes customer service and values building strong relationships with his clients.
Unlike professionals who focus solely on income and investments, Kevin takes a holistic approach to financial planning. His process integrates income, investments, taxes, healthcare, and legacy planning to create comprehensive strategies that help clients prepare for the expected and the unexpected.
A Certified Financial Fiduciary® and holder of a Series 65 securities license, Kevin is committed to putting clients’ interests first. He founded Pinnacle Strategic Wealth in 2019 to provide full-service retirement planning to the San Antonio community. Kevin also serves as President of the San Antonio chapter of the American Financial Education Alliance (AFEA), a nonprofit dedicated to improving financial literacy.
Originally from Green Bay, Wisconsin, Kevin earned his degree in Business Administration from Lakeland University. He moved to San Antonio in 2019 with his wife, a Texas native and former U.S. Army officer. Kevin enjoys golf, outdoor activities, and spending time with his wife, their two dogs, and his stepchildren.
