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Cfp Brennen Gerhart

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Cfp Brennen Gerhart

Senior Vice President of Wealth Management | Forte Capital Group

Red Bank, New Jersey, United States

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Cfp Brennen Gerhart

Summary

Brennen Gerhart is a seasoned financial professional with over a decade of experience in the finance and investment industry. As the Senior Vice President of Wealth Management at Forte Capital, he specializes in creating tailored investment strategies that align with clients' long-term goals. Brennen holds multiple licenses including Series 7, 63, and 66, and is a CERTIFIED FINANCIAL PLANNER, emphasizing a fiduciary approach to client relationships. His expertise covers a wide range of financial services, including wealth management, tax-efficient solutions, and private equity. Brennen's analytical skills enable him to perform in-depth market research and asset allocation strategies, ensuring clients are well-positioned in a dynamic investment landscape. He has a strong background in traditional wealth management as well as innovative investment solutions. Outside of work, he is passionate about helping individuals achieve financial literacy and independence.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Brennen Gerhart

Work Experience

💼

Senior Vice President of Wealth Management at

Forte Capital Groupceros Financial Services

July 2022 - Present

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SVP of Wealth Management at

Forte Capital Group

July 2022 - Present

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Financial Advisor at

Morgan Stanley Wealth Management

October 2021 - July 2022

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Financial Advisor at

Merrill Lynch

June 2013 - October 2021

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Bank Financial Advisor at

Merrill Lynchbank Of America

September 2018 - June 2020

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Stock Broker at

National Securities Corporation

July 2011 - March 2013

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Cfp Brennen Gerhart

Education

Rutgers, Bachelor's Degree

January 2007 - January 2011

Rutgers University, Bachelor Of Fine Arts - Bfa

Frequently Asked Questions about Cfp Brennen Gerhart

What is Cfp Brennen Gerhart email address?

Cfp Brennen Gerhart's primary email address is ********@fortecapitalgroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brennen Gerhart work for?

Cfp Brennen Gerhart is a Senior Vice President of Wealth Management at Forte Capital Group, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Brennen Gerhart graduated from?

Cfp Brennen Gerhart holds a degree in Finance from Rutgers.

How can I directly contact Cfp Brennen Gerhart?

To contact Cfp Brennen Gerhart directly, you can use the email address ********@fortecapitalgroup.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brennen Gerhart?

Brennen Gerhart is a seasoned financial professional with over a decade of experience in the finance and investment industry. As the Senior Vice President of Wealth Management at Forte Capital, he specializes in creating tailored investment strategies that align with clients' long-term goals. Brennen holds multiple licenses including Series 7, 63, and 66, and is a CERTIFIED FINANCIAL PLANNER, emphasizing a fiduciary approach to client relationships. His expertise covers a wide range of financial services, including wealth management, tax-efficient solutions, and private equity. Brennen's analytical skills enable him to perform in-depth market research and asset allocation strategies, ensuring clients are well-positioned in a dynamic investment landscape. He has a strong background in traditional wealth management as well as innovative investment solutions. Outside of work, he is passionate about helping individuals achieve financial literacy and independence.

Cfp`s contact details

mail

********@fortecapitalgroup.com

Colleagues

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Sr Managing Director

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Robert Sanclemente

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Michael Zoitas

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Nicholas Scaturro

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Joseph Varvara

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Ken Brathwaite

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Daniel Fred

Managing Director

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Carter Mansbach

Managing Director at Forte Capital Group

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Evan Taub

Managing Director

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James Lombardo

Managing Director

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