Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa Email and Phone Number

Customized Business Transition Process + Inspiring Plan Design + Tailored Fiduciary Risk Minimization = Retirement Success @ Rehmann
Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's Location
Troy, Michigan, United States, United States
Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's Contact Details

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa work email

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa personal email

n/a
About Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa

Fiduciary Consultant for qualified retirement plans with a focus on plan design, investment advisory services, plan administration and compliance - all targeted toward guiding the plan sponsor and participants towards their retirement financial goals.Specialties: Investment Advisory services, Fiduciary Consulting and Plan Administration services for retirement plans.

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's Current Company Details
Rehmann

Rehmann

View
Customized Business Transition Process + Inspiring Plan Design + Tailored Fiduciary Risk Minimization = Retirement Success
Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa Work Experience Details
  • Rehmann
    Principal/Director Of Consulting Services
    Rehmann Jan 1984 - Present
    Troy, Mi, Us
    Rehmann Retirement Solutions brings a comprehensive skill set to assist organizations and businesses meet the ever-changing fiduciary requirements of 401k and retirement plans. With a keen eye for understanding the unique needs and goals of each business, Rehmann designs plans to help them achieve both while ensuring the employee participants are properly educated and served.Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group.Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the state of Michigan. No offers may be made or accepted from any resident outside the specific state(s) referenced.
    View
  • Detroit Chapter Of International Society Of Certified Employee Benefit Specialists
    President
    Detroit Chapter Of International Society Of Certified Employee Benefit Specialists Jan 2021 - Present
  • Trau - The Retirement Advisor University
    Founding Lecturer
    Trau - The Retirement Advisor University Jun 2010 - Present
    Jupiter, Fl, Us
    The Retirement Advisor University was developed in conjunction with UCLA Anderson Executive Education and is designed to provide executive education and certification for financial advisors and other professionals in the retirement industry.
    View
  • Boy Scouts Of America
    Assistant Scoutmaster/Troop Committee
    Boy Scouts Of America 2000 - Present
    Irving, Tx, Us
    View
  • Great Lakes Field Service Council, Boy Scouts Of America
    Vice President Of Program
    Great Lakes Field Service Council, Boy Scouts Of America Mar 2011 - Dec 2016
    Detroit, Mi, Us
    I have volunteered to join the Executive Board and Executive Committee in a volunteer position as the Vice President of Program
    View
  • St. Fabian Church
    Religious Education Teacher And Youth Group Volunteer
    St. Fabian Church Sep 1998 - Aug 2009

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa Skills

Retirement Planning Retirement Erisa Pensions Investments 401k Qualified Retirement Plans Fiduciary Management Mutual Funds Finance Employee Benefits Financial Advisory Sales Management Business Planning Financial Goals Asset Allocation Defined Benefit Estate Planning Fixed Annuities Wealth Management Investment Management Retirement Plan Design And Fiduciary Oversight Consulting Retirement Plan Investment And Participant Success Benchmarking Practice Management Rfp Development And Sales Process Management Expert Witness

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa Education Details

  • Central Michigan University
    Central Michigan University
    Accounting
  • Midland High School
    Midland High School

Frequently Asked Questions about Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa

What company does Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa work for?

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa works for Rehmann

What is Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's role at the current company?

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's current role is Customized Business Transition Process + Inspiring Plan Design + Tailored Fiduciary Risk Minimization = Retirement Success.

What is Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's email address?

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's email address is ge****@****ann.com

What schools did Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa attend?

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa attended Central Michigan University, Midland High School.

What are some of Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa's interests?

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa has interest in Erisa Tax Law, Reading, Volunteer Work With Youth, Camping, Travel, Wine.

What skills is Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa known for?

Gerald Wernette, Cpa, Cebs, Aifa, C(K)P, Cepa has skills like Retirement Planning, Retirement, Erisa, Pensions, Investments, 401k, Qualified Retirement Plans, Fiduciary Management, Mutual Funds, Finance, Employee Benefits, Financial Advisory.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.