Andrew T. Gerhartz
BRIDGE THE GAP RETIREMENT PLANNERS
PHOENIX, AZ
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CRD#: 5825485
Professional summary
Andrew Thomas Gerhartz, CFP® is a registered financial advisor currently at BRIDGE THE GAP RETIREMENT PLANNERS located in Phoenix, Arizona.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Andy developed his interest in personal finance early on in his childhood. What started out as picking stocks and following the financial markets, to reading books about real estate and rental properties, would ultimately develop into a passion in financial planning with a focus on helping retirees.
He has always believed that reaching financial freedom is one of the single greatest accomplishments that one can achieve for themselves and their family.
Prior to joining BTGRP, Andy worked for a reputable financial firm for over a decade, where he managed a large client practice made up of high-net-worth clients, providing portfolio management advice and financial planning. He was excited to transition to an RIA that will limit the number of clients in the practice in order to deliver the highest possible value to each relationship.
Andy holds a Bachelor’s Degree in Business, a Master’s Degree in Personal Financial Planning, and most notably he is a Certified Financial Planner™. He also holds Securities Licenses 7, 63, and 66.
Andy has an athlete’s background with an underdog’s mentality. He played Division 1 college baseball, during which time he went from a walk-on to an all-conference senior captain. While age has slowly crept up, and now it’s just men’s league softball, he can still wow the crowd! Originally from Milwaukee, WI, Andy now lives in Phoenix, Arizona with his wife, 11-year-old stepson, and their 6-month-old son.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ANDREW GERHARTZ OWNS MULTIPLE RENTAL PROPERTIES. HE GENERALLY DOES NOT DEVOTE ANY TIME TO THESE BUSINESSES DURING TRADING HOURS. ANDREW GERHARTZ IS CO-OWNER OF THE MONEY SCHOOL LLC, A BUSINESS THROUGH WHICH HE PROVIDES GENERAL FINANCIAL EDUCATION TO A LARGER AUDIENCE. ALL ADVICE PROVIDED THROUGH THIS ACTIVITY IS NON-PERSONALIZED AND IS PURELY FOR EDUCATIONAL PURPOSES.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Thomas Gerhartz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
June 10, 2022 - Present
BRIDGE THE GAP RETIREMENT PLANNERS
RIA
CRD#: 316508
PHOENIX, AZ
Past
June 30, 2014 - June 1, 2022
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
PHOENIX, AZ
Past
November 10, 2010 - June 1, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Phoenix, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(7/12/2022)
IAR
California(6/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BRIDGE THE GAP RETIREMENT PLANNERS
BRIDGE THE GAP RETIREMENT PLANNERS | BRIDGE THE GAP RETIREMENT PLANNERS LLC
CRD#: 316508 / SEC#:
Arizona
Registered Investment Advisory firm - (7/12/2022 Approved)California
Registered Investment Advisory firm - (9/21/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2655 First Street, Suite 250, Simi Valley, CA 93065
Mailing Address
2655 First Street, Suite 250, Simi Valley, CA 93065
Phone number
(805) 304-9459
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 107 |
| AUM (Assets Under Management) | $ 40,760,864 |
Red Flags
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