Sterling Financial Services, Inc. |
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Karl GerlachFinancial Adivsor
Phone: 925-457-9420 Karl Gerlach is a native of California, having been born in Sacramento, CA and lives in Northern California. He joined the Navy as a naval aviator, with service in Vietnam and the Mediterranean. As a graduate of St Mary College with a degree in Business Management, he has been in the financial services business since 1968. He is a registered principal with National Planning Corporation and is affiliated with Sterling Financial. With a mature client base, he concentrates on a well diversified account designed for retirement and financial security.* He uses mutual funds, insurance products, limited partnerships and selected stock and bonds.
*Diversification cannot ensure a profit or protect against a loss
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Sterling Financial Services is a Registered Investment Adviser. Investment Adviser Representatives of Sterling Financial Services, Inc may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of Sterling Financial Services are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Sterling Financial Services and NPC are separate and unrelated companies |
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