Tom Gerboth receives Behavioral Financial Advisor designation in Peoria
Posted 4/23/24
Tom Gerboth, a financial advisor with Affirm Wealth Advisors in Peoria, recently obtained the Behavioral Financial Advisor professional designation from Kaplan University and think2perform.
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Tom Gerboth receives Behavioral Financial Advisor designation in Peoria
Affirm Wealth Advisors
Tom Gerboth, a financial advisor with Affirm Wealth Advisors in Peoria, recently obtained the Behavioral Financial Advisor professional designation from Kaplan University and think2perform.
Posted
Tom Gerboth, a financial advisor with Affirm Wealth Advisors in Peoria, recently obtained the Behavioral Financial Advisor professional designation from Kaplan University and think2perform.
Gerboth successfully completed the rigorous requirements, including training and an examination, teaching ways to mentor clients in their financial decisions and increase the value provided in a holistic advice relationship. The program emphasizes how financial decisions are influenced by psychology and neuroscience.
Gerboth graduated from Arizona State University with a degree in Marketing. He has 13 years of experience in the financial services industry.
As a financial advisor, Gerboth provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients.
For more information, please contact Nicole Di Modica at 623-972-3133 or visit the Ameriprise office at 7992 W. Thunderbird Road, Peoria, AZ 85381.
Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC.
