Whether you are a conservative, middle-of-the-road, or aggressive investor, Kleberg Wealth Management provides financial opportunities tailored to you.
Kleberg Wealth Management will take the time to listen to your needs and work closely with you in developing a game plan to address your investment objectives.
With Kleberg Wealth Management, you can enjoy the convenience of conducting your banking and investment activities at one location. You will find the products and services you would expect from a traditional brokerage firm, along with a high level of personalized attention to your investment needs.
Wealth Management Team
Assistant Vice President, Financial Advisor
Gina is a Financial Advisor, Certified Fund Specialist CFS®, and Assistant Vice President with Kleberg Wealth Management. She brings over 20 years of banking experience to our team with previous positions including branch manager, assistant operations manager, and product management specialist. Her passion is taking care of her clients by doing what is right for them. She earned an AAS in Banking and Finance, holds Series 7, Series 66 registrations, and a General Lines Agent for Life, Accidental, Health, and HMO licenses, and is committed to lifelong learning and development. Gina resides in Corpus Christi with her husband and two children.
Gina Ulisse is available to discuss your financial planning and investment needs by phone at (361) 850-6800 ext.3513.
Check the background of this investment professional on FINRA’s BrokerCheck.
Kleberg Wealth Management presents a broad spectrum of investment products:
- Tax-favored investments
- Mutual funds
- Stocks and bonds
- Money market funds
- U.S. government securities
- Unit investment trusts
- And more
Check the background of this investment professional on FINRA's BrokerCheck
Located at: 5350 S Staples Corpus Christi TX, 78411 (361) 850-6800
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.