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Gerber Financial Advisors


 
Upon engaging Gerber, LLC to prepare a personal financial plan, you will make our organization privy to certain confidential information relating to your personal and business affairs, which will enable us to make appropriate planning recommendations.


Gerber, LLC, agrees that it will only use this confidential information to prepare its planning recommendations, and, without express written authorization, will not disclose this information to persons other than those preparing the plan except as such disclosure may be necessary or appropriate to regulatory agencies having jurisdiction over Gerber, LLC and its representatives, and pursuant to judicial process.