Gerardo earned a Bachelor of Science in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney. Originally from Hastings, Nebraska, Gerardo now resides in Omaha with his wife, Hannah, who is a dedicated Montessori teacher.
Before joining Guardian Life in 2025, Gerardo worked at a prominent wealth management firm in Omaha starting in 2021. In this role, he supported a high-producing advisor, contributing to a consistent annual growth rate of $40 million in assets under management (AUM). During this time, Gerardo also dedicated himself to furthering his professional qualifications by studying for his securities and insurance licenses and earning the prestigious Certified Financial Planner® designation in 2024.
At Guardian Life, Gerardo is passionate about helping clients achieve their financial goals, offering tailored solutions that empower them to make informed decisions with long-term impact.
Outside of work, Gerardo enjoys reading, listening to audiobooks, walking his Goldendoodle, Poppy, and spending quality time with his large extended family.
Education
- Bachelor of Science in Business Administration, Economics emphasis – University of Nebraska at Kearney
- Certified Financial Planner® (2024)
Licenses
- Series 7
- Series 66
- State Life and Health Insurance
Quote
"I love helping people by laying out all their options for growth and success, whether financially or professionally. The choices we make now can have a profound impact on the future."
"I love helping people by laying out all their options for growth and success, whether financially or professionally. The choices we make now can have a profound impact on the future."
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 9401 INDIAN CREEK PARKWAY, SUITE 670, OVERLAND PARK KS, 66210. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Park Avenue Securities LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M40314, AR Insurance License Number - 17102131. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.