Gerry Harshberger

Financial Consultant

Gerry Harshberger is an original member of the Safe Harbor Pension & Wealth Team. He started his career in the financial services area in 1988. He specializes in retirement and estate planning for individuals and small to mid size business. His many years of experience combined with his “clients first” approach allow him to offer the highest level of service, latest products, and ideas to meet the ever changing needs of his cliental.


He grew up in the Bay Area of Northern California but moved to Sacramento in 1992. He currently resides in Lincoln with his wife Dorene, two children Jayna and Ronnie, and dogs Ramsey and Rocker. He's is an active member of the planned giving board for the Placer SPCA. In his free time Gerry can be found at the lake camping, river boating, cycling the hills around Sacramento and Lake Tahoe, or golfing.


Gerry holds the professional license of Registered Investment Advisor, Registered Representative and Life Insurance Agent.

Phone (916) 543-7032