Regardless of your life stage, income or goals, Gerardo can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
Gerardo has been a financial advisor with Waddell & Reed since 2006. As a financial advisor, Gerardo offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, Gerardo can help.
When not at work, he enjoys spending time with his son and two daughters.
He is presently restoring a 1969 Camaro, while enjoying his daily workout and an occasional round of golf.