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Cfp Brennen Gerhart
Cfp Brennen Gerhart
Senior Vice President of Wealth Management | Forte Capital Group
Red Bank, New Jersey, United States
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.
Cfp Brennen Gerhart
Work Experience
Senior Vice President of Wealth Management at
Forte Capital Groupceros Financial Services
July 2022 - Present
SVP of Wealth Management at
Forte Capital Group
July 2022 - Present
Financial Advisor at
Morgan Stanley Wealth Management
October 2021 - July 2022
Financial Advisor at
Merrill Lynch
June 2013 - October 2021
Bank Financial Advisor at
Merrill Lynchbank Of America
September 2018 - June 2020
Stock Broker at
National Securities Corporation
July 2011 - March 2013
Cfp Brennen Gerhart
Education
Rutgers, Bachelor's Degree
January 2007 - January 2011
Rutgers Business School – Newark and New Brunswick, Bachelor Of Fine Arts - Bfa
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
********@fortecapitalgroup.com
Colleagues
Sr Managing Director
Vice President
Managing Director
Vice President
Managing Director
Vice President
Managing Director
Managing Director at Forte Capital Group
Managing Director
Managing Director