Scott Gerlach Email & Phone Number
Partner @ Cerity Partners
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Scott Gerlach Location
- Bend, OR, US
Scott Gerlach Work
- Partner @ (July 2026 - Present)
- Lead Advisor @ (March 2015 - June 2026)
- Associate Wealth Advisor @ Confluence Wealth Management, LLC (October 2012 - March 2015)
- Portfolio Administrator @ (March 2008 - October 2012)
- Lead Advisor @ (March 2015 - Present)
Scott Gerlach Education
- University of Oregon
Bachelor of Science (B.S.) (Economics)
2004-2006
Scott Gerlach Skills
- Microsoft Excel
- Outlook
- Retirement Planning
- Finance
- Investments
- Wealth Management
- Banking
- Asset Allocation
- Equities
Scott Gerlach Summary
- Scott Gerlach, based in Bend, OR, US, is currently a Partner at Cerity Partners. Scott Gerlach brings experience from previous roles at Cordant Wealth Partners, Confluence Wealth Management, LLC and Bingham, Osborn & Scarborough. Scott Gerlach holds a 2004 - 2006 Bachelor of Science (B.S.) in Economics @ University of Oregon. With a robust skill set that includes Microsoft Excel, Outlook, Retirement Planning, Finance, Investments and more. Scott Gerlach has 3 emails and 1 mobile phone numbers on RocketReach.
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