Kevin L. Gebert, CFP CIM CeFT CIWM FMA RPA RHU CMC FP Canada Fellow
President of Green Rock Financial Group
Some facts about Kevin:
- Works with clients in British Columbia, Alberta and Ontario
- Associative Arts Degree
- Certified Instructor – The Knowledge Bureau
- Published Author
- Developed an Investment Course that is presented to grade 11 & 12 students
- Volunteer in the education system and with athletes with disabilities
- Presents Financial Planning seminars in the community
Education and Training Background:
- Certified Financial Transitionist (CeFT©) 2019
- Certified Cash Flow Specialist 2017
- Certified Money Coach (CMC) 2016
- Fellow of Financial Planning Standards Council (FPSC™) 2015
- Chartered Investment Manager (CIM) 2012
- Portfolio Management Techniques 2012
- Financial Divorce Specialist 2012
- Fellow of Canadian Securities Institute 2012
- Registered Health Underwriter Designation (RHU) 2011
- Certified Professional Consultant on Aging Designation 2011
- Exam 1 Panel of Examiners (Financial Planning Standards Council) 2010 – 2012
- Chartered Strategic Wealth Professional Designation (CSWP) 2009
- Master Financial Advisor Designation – Retirement and Estate Planning Services Specialist 2006
- Budget Coach, Crown Financial Ministries, 2005
- Investment Management Techniques 2005
- Elder Planning Counselor Designation 2004
- Retirement Plans Associate Designation (RPA) 2003
- Financial Management Advisor Designation (FMA) 2002
- Certified Financial Planner Designation (CFP) 1999
- Professional Financial Planning 1999
- Life Insurance Level II 1999
- Life Insurance Level I 1997
- Canadian Securities Course (CSC) 1997
- Investment Funds Course (IFIC) 1995