| About Gebhart & Associates, Inc. |
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Experienced Professionals  | A. W. Gebhart is a Certified Financial Planner™ (CFP®) with more than 28 years of experience in the financial services profession and specializes in the areas of wealth management, retirement income planning, tax planning and insurance needs. Mr. Gebhart is also an Investment Advisory Representative of Gebhart & Associates, Inc., and long term member of the Institution of Certified Financial Planners, and the Financial Planning Association. A respected lecturer, Mr. Gebhart has taught financial and retirement planning courses at universities and corporations. He is active in numerous financial trade organizations. Mr. Gebhart also appears in the National Register's Who's Who in Executives and Professionals 2000.
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Al grew up working as a forest ranger and was an avid scuba diver on the Big Sur Coastline. He attended a junior college and went on to graduate from Cal Poly Technical State University with a Bachelor's of Science Degree in Resource Management. He also attended a Hard Hat Diving School in Seattle for training as an under water welder. He then went to work at Prudential Life Insurance Company in 1981 as a life insurance agent and was in the top 2% of their sales staff. He was promoted into management and held several positions. His final position at Prudential was as Training Consultant for 2000 agents, where he traveled within a five state region to educate agents on advanced principles of life insurance. He also continued to work with business professionals on Risk Management and Pension Planning. He left Prudential in 1993 and began his financial planning practice. His passion in life is to help people achieve their dreams and goals in their financial lives. He also was named by Congressman Tom Davis of California one of 20 Businessmen of the year 2001. Al is currently president of the Live Oak Park Coalition. He is a Rotarian. He also is on the Parks and Recreation committee for the Fallbrook Planning Group. He is a member of the Fallbrook Land Conservancy Trails Council which was formed as an arm of the FLC by him and Donna in 1998, and has been instrumental in the planning of trails and pathways throughout Fallbrook and some of its rural areas. He is an Alternate member of the Hass Avbocado Board, a Federal Agency. His appointment is by the Secretary of Agriculture. Al and Donna worked together for three and a half years to secure an agreement with a large developer for the first private neighborhood trail down to the Santa Margarita River Reserve which is a 900 acre reserve, with the only undammed river in Southern California. The agreement serves 18 families. Al, Donna, and the Trails Council worked with the county on opening a 171 acre county owned park for public use in July of 2007. | |
Donna Gebhart
 | Donna Gebhart is an Investment Advisor Representative of Gebhart & Associates, Inc. who specializes in investments, tax planning and insurance. She is licensed in various forms of insurances. Ms. Gebhart assists clients in the financial planning process through her extensive background in investments. She is a member of the Financial Planning Association. Donna is Chair of the Fallbrook Land Conservancy Trails Council, which was formed nine years ago. Its mission is to develop and maintain trails and pathways in the Fallbrook area. She also is organized as a PEO, a philanthropic educational organization, which promotes the education of young women. Donna and Al are both active in their church and do what they can to help out.
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| Donna retired from professional barrel racing after achieving three California Junior State Championships with her horse Red Bird and then retired him in 1969. Once Red Bird became retired, Donna and AI bought and raised Diamond and Jet in 1978 from colts. Al and Donna are both avid horseback trail riders and are members of the Back Country Horsemen, San Diego Unit, whose mission is to maintain and develop trails all over our great nation. Donna became a Certified Shorthand Reporter at age 19. After a 25 year career and attaining a Certificate of Merit in Reporting, of whom only the top10% of reporters attain, Donna retired and began her career as an Investment Advisor representative. She worked alongside Al, her mentor and partner in business and life. She is licensed in Life and Health and is an Investment Advisor Representative for Gebhart & Associates, Inc. Donna and Al work as a team in this family owned practice, which specializes in Wealth Management, Retirement and Estate Planning. Donna specializes in the asset allocation of the investment portfolios using mutual funds. She incorporates the principals of tax advantaged investing and risk tolerance into the asset allocation process. Al specializes in investment strategies which include option writing, retirement planning and minimizing taxes in the Estate Planning aspect of our practice. As an important part of their practice, every month Al and Donna set aside a couple of days to run client performance reports, review them and send them out to their clients. Every client is contacted at a minimum of once a month. Donna and Al believe that personal quality of service is critical. | |
Tiffany Saxon
 | This young professional has spent her previous experience as a professional dog handler achieving what few do, Best of Breed, number one at the Westminster and Eukanuba Classic. This success was not done overnight. She spent the greater part of 18 years learning the trade and developing her own business. Along the way she also earned a Bachlor of Arts Communications Degree Cum Laude Designation from California State University San Marcos, CA. She has been with Gebhart & Associates, Inc. since July of 2007, acquiring a Life and Health Insurance License, Series 63 & 65 Securities Licenses. Her immediate goal is to continue her marketing position and add clients to Gebhart & Associates, Inc. She currently is learning through practical application the fee only Investment Advisor Representative position. She hopes to complete her Chartered Retirement Planning Counselor and then the Certified Financial Planner™ (CFP®) designations in the future.
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