Client Service Specialist
Gerardo was born and raised Colorado. He earned a Bachelor of Science in Business Administration and a concentration in Finance from Colorado Christian University’s School of Business and Leadership in May of 2020. Following graduation, Gerardo became a High-Net-Worth Service Associate at Fidelity Investments where he assisted clients with various financial services. Gerardo is very passionate about assisting clients reach financial goals. When Gerardo isn’t working, he enjoys making crafts with his wife, cooking various meats, spending time with friends and family, and exploring the outdoors.