Scott Gerlach, Cfp®

Scott Gerlach, Cfp® Email and Phone Number

Helping technology professionals align wealth with purpose. @ Cordant Wealth Partners
portland, oregon, united states
Scott Gerlach, Cfp®'s Location
Portland, Oregon, United States, United States
Scott Gerlach, Cfp®'s Contact Details

Scott Gerlach, Cfp® work email

Scott Gerlach, Cfp® personal email

n/a
About Scott Gerlach, Cfp®

As Lead Advisor, I’m responsible for providing unbiased financial advice tailored to help our clients meet their financial goals. I enjoy working with motivated colleagues dedicated to helping our busy client base get the most out of their wealth. I’m excited to take part in Cordant’s goal to raise the bar within the industry and enjoy working with clients that expect more out of us than the industry standard.Cordant helps high-level Intel employees manage their wealth with strategy, direction, and intention. Our unique systems and technology allow us to manage, integrate, and measure both company and non-company assets and benefits. Cordant’s solutions are transparent and objective, so you have peace of mind that your wealth is well-managed.At Cordant, we empower every financial decision with intention.

Scott Gerlach, Cfp®'s Current Company Details
Cordant Wealth Partners

Cordant Wealth Partners

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Helping technology professionals align wealth with purpose.
portland, oregon, united states
Employees:
8
Scott Gerlach, Cfp® Work Experience Details
  • Cordant Wealth Partners
    Lead Advisor
    Cordant Wealth Partners Mar 2015 - Present
    Portland, Oregon Area
  • Confluence Wealth Management, Llc
    Associate Wealth Advisor
    Confluence Wealth Management, Llc Oct 2012 - Mar 2015
    Portland, Or
  • Bingham, Osborn & Scarborough
    Portfolio Administrator
    Bingham, Osborn & Scarborough Mar 2008 - Oct 2012
    San Francisco, Ca

Scott Gerlach, Cfp® Education Details

Frequently Asked Questions about Scott Gerlach, Cfp®

What company does Scott Gerlach, Cfp® work for?

Scott Gerlach, Cfp® works for Cordant Wealth Partners

What is Scott Gerlach, Cfp®'s role at the current company?

Scott Gerlach, Cfp®'s current role is Helping technology professionals align wealth with purpose..

What is Scott Gerlach, Cfp®'s email address?

Scott Gerlach, Cfp®'s email address is sc****@****lth.com

What schools did Scott Gerlach, Cfp® attend?

Scott Gerlach, Cfp® attended University Of Oregon.

Who are Scott Gerlach, Cfp®'s colleagues?

Scott Gerlach, Cfp®'s colleagues are Brenda Arthur Mccombs, Garrick Rozairo, Cfp®, Ryan Patterson, Kelsey Storsved.

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