Gerald Wernette, CPA, CEBS, C(K)P®, CEPA
Principal | Advisor, Wealth Management
Location
Troy, MI
248.952.5000
Education
Central Michigan University
BS, accounting
Current Role
Gerald develops creative strategies that help clients work toward meeting their financial and succession planning goals, integrating retirement plan design, consulting, administration and investment advisory services with overall business and financial plans. He works with a cross-functional èƵ team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Investment analysis and portfolio design
- Fiduciary due diligence support
- Retirement plan consulting
- Plan design and implementation
- Plan administration
- Plan participant education and communication
- Business transition planning
Experience
Gerald began his financial services career in 1984 and has supported a wide spectrum of individuals and businesses ranging in size. He has extensive knowledge of retirement plan strategies, from plan design through annual administration, to the plan termination process. Gerald’s experience has qualified him to direct the consulting services area for èƵ’s retirement plan division. Before focusing on retirement plans, Gerald practiced extensively in the areas of individual, corporate and partnership taxation. Gerald has now taken all this knowledge and experience into the business transition arena.
Gerald received the C(k)P® Certified 401(k) Professional designation, Certified Employee Benefit Specialist® (CEBS) designation and the Certified Exit Planning Advisor designation. He is also an investment advisor representative.
A Closer Look
- Gerald has been voted as one of the most 60 Influential Advisors in the Defined Contribution Market by The 401k Wire.
- As a thought leader in the industry, Gerald has been quoted extensively in publications including Financial Advisor Magazine, US News & World Report, Financial News and Investment News.
- Gerald is actively involved in professional organizations such as: founding lecturer for The Retirement Advisory University (UCLA Anderson School of Management Executive Education), board officer for the Detroit Chapter of ISCEBS.
Investment advisory services offered through èƵ Wealth, a Registered Investment Advisor. Insurance services offered through èƵ Insurance Group. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000
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Resources contributed to by Gerald Wernette, CPA, CEBS, C(K)P®, CEPA
