Herb Gebhart Senior Wealth Advisor Associate

Herb Gebhart

In by Mission Wealth

Herb Gebhart Mission Wealth

Herb Gebhart

Senior Wealth Advisor Associate

Gig Harbor

(253) 534-8888

CONTACT HERB

Herb Gebhart

Senior Wealth Advisor Associate

Gig Harbor

(253) 534-8888

CONTACT HERB

"It is an honor and pleasure to work with our clients to build and implement plans that enable their financial success. I truly enjoy breaking down complex wealth management topics into understandable choices and decisions."

As a Senior Wealth Advisor Associate at Mission Wealth, Herb Gebhart collaborates closely with his team to provide comprehensive financial planning services to clients throughout the Puget Sound area. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Herb plays a critical role in helping Mission Wealth's clients achieve their financial goals.

"It is an honor and pleasure to work with our clients to build and implement plans that enable their financial success. I truly enjoy breaking down complex wealth management topics into understandable choices and decisions."

As a Senior Wealth Advisor Associate at Mission Wealth, Herb Gebhart collaborates closely with his team to provide comprehensive financial planning services to clients throughout the Puget Sound area. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Herb plays a critical role in helping Mission Wealth's clients achieve their financial goals.

Learn About Herb Gebhart

Professional Background

Herb Gebhart came to financial advising after a long career in the semiconductor industry. Herb completed Bachelor’s and Master’s degrees in Electrical Engineering at Kansas University and worked for many years in the design, development, and business side of microchip design for several companies, including Hewlett Packard, ARM, and NXP Semiconductors. Through this work, Herb gained great skill at breaking down complex issues into manageable pieces and working closely with clients and customers to provide timely solutions that met their requirements. During this career, Herb became interested in financial planning and took night classes to prepare for the CERTIFIED FINANCIAL PLANNER™ designation. He passed the CFP® exam and then made a career change to the financial advising industry and started his new career in May 2022. Continuing his education, Herb passed the Series 65 Uniform Investment Adviser Exam in July 2022 and is currently earning practice hours towards achieving the full CFP® credential in 2024.

Personal Pursuits

Outside work, Herb enjoys working with his wife in their large garden and many sports, including biking, kayaking, running, hiking, and spending time with their two adult children.

Community Impact

Continuing his interest in helping others with complex topics, Herb volunteers at several organizations, including AARP Foundation-Sponsored Income Tax preparation for people of all ages and income and Washington’s State Health Insurance Benefits Advisors organization (SHIBA/SHIP), providing guidance and support for people with questions about Medicare.

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Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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