Gerald Goertsen Email & Phone Number
Certified Financial Planner® and Elder Planning Counselor @ De Thomas Wealth Management
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Gerald Goertsen Location
- Kelowna, BC, CA
Gerald Goertsen Work
- 2010 -now Certified Financial Planner® and Elder Planning Counselor @
- 2019 -now Insurance Agent @
- 2009 -2010 Sales Manager @ Independent Accountants Investment Group
- 2001 -2009 Senior Marketing Director and Branch Manager @ International Financial Company
Gerald Goertsen Education
- Business Career College
CFP® (Financial Planning and Services)
2014-2016 - Business Career College
(Financial Planning and Services)
2013-2016 - Business Career College
EPC (Elder Planning Studies)
2012-2012 - IFSE
Life Level 1; Life Level 2 ; Branch Manager ; Mutual Fund Course ; Financial Planning Fundamentals (Financial Services)
1996-2009
Gerald Goertsen Skills
- Retirement Planning
- Retirement
- Financial Advisory
- Critical Illness
- Strategic Financial Planning
- Investments
- Wealth Management
- Wealth
- Customer Service
- Estate Planning
- Insurance
- Life Insurance
- Financial Planning
- Financial Services
- Fixed Annuities
- Financial Planners
- Wealth Accumulation
- Pensions
- Disability Insurance
- Mutual Funds
- Personal Finance
- Investment Advisory
- Customer Satisfaction
- Mortgage Lending
- Finance
- Segregated Funds
- Asset Management
- Term Life Insurance
- Savings
- Alternative Investments
- Small Business
- Retirement Savings
- Investment Strategies
- Securities
- High Net Worth Individuals
- Long-term Care
- Bonds
- Debt Consolidation
- Asset Allocation
- Residential Mortgages
- Client Development
- Personal Financial Planning
- Universal Life
- Debt Management
- RRSP
- Long Term Care Insurance
- Mortgage Marketing
- Innovation
- Travel Insurance
- Whole Life
Gerald Goertsen Summary
- Gerald Goertsen, based in Kelowna, BC, CA, is currently a Certified Financial Planner® and Elder Planning Counselor at De Thomas Wealth Management. Gerald Goertsen brings experience from previous roles at Financial Horizons Group, Independent Accountants Investment Group and International Financial Company. Gerald Goertsen holds a 2014 - 2016 CFP® in Financial Planning and Services @ Business Career College. With a robust skill set that includes Retirement Planning, Retirement, Financial Advisory, Critical Illness, Strategic Financial Planning and more. Gerald Goertsen has 3 emails on RocketReach.
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