Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for San Antonio, TX #4627!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Kevin Gerbers, founder of Pinnacle Strategic Wealth, Inc., is passionate about helping individuals and families achieve their ideal retirements. With extensive experience in both corporate finance and private practice, Kevin prioritizes customer service and values building strong relationships with his clients.

Unlike professionals who focus solely on income and investments, Kevin takes a holistic approach to financial planning. His process integrates income, investments, taxes, healthcare, and legacy planning to create comprehensive strategies that help clients prepare for the expected and the unexpected.

A Certified Financial Fiduciary® and holder of a Series 65 securities license, Kevin is committed to putting clients’ interests first. He founded Pinnacle Strategic Wealth in 2019 to provide full-service retirement planning to the San Antonio community. Kevin also serves as President of the San Antonio chapter of the American Financial Education Alliance (AFEA), a nonprofit dedicated to improving financial literacy.

Originally from Green Bay, Wisconsin, Kevin earned his degree in Business Administration from Lakeland University. He moved to San Antonio in 2019 with his wife, a Texas native and former U.S. Army officer. Kevin enjoys golf, outdoor activities, and spending time with his wife, their two dogs, and his stepchildren.