Scott Gerlach, CFP®
Financial Advice for Tech Employees
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Cordant Wealth Partners
Scott Gerlach, CFP®
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Advisor
Portland, OR
Serving Clients Nationwide
Financial Advice for Tech Employees
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Scott Gerlach is an Advisor at Cordant Wealth Partners. He contributes regularly to Cordant’s blog and routinely presents on topics related to financial planning. Scott is a member of the Financial Planning Association of Oregon and SW Washington, and leads Cordant’s internal Financial Planning Committee.In 2014, Scott earned the Certified Financial Planner designation. Prior to joining Cordant, Scott worked at Confluence Wealth Advisors in an advisory role and started his career in San Francisco in an operational role with Bingham, Osborn & Scarborough, LLC. He has a Bachelor of Science degree in Economics from the University of Oregon.
"I am passionate about helping clients focus on what matters, so they can tune out the noise of everyday life and spend their time and energy on what's important to them." - Scott Gerlach
My Role on the Cordant Team:
“Focus on what you can control” – Every football coach ever.
While cliche, this manta applies to more than just football. I’m excited to work on a team that helps our clients block out the noise of every day life so they can focus on what’s important to them.
As an Advisor at Cordant, most days you will find me:
✔️ Ensuring client needs are being met
✔️ Delivering accurate straight-forward advice using the Cordant Wealth Process
✔️ Meeting with clients and following-up on client-related action items
✔️ Modeling client data in our financial planning software
✔️ Proactively working with our client’s attorney and CPAs
When not at work, I am for the (almost) sole purpose of enjoying the local culinary and beer scene with my wife, you’ll find me burning calories running through Forest Park, playing tennis and riding my bike. When not in Portland, we’re either visiting friends and family in California, or traveling to other parts of the world.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Financial Planning Association
Primary Location
1211 SW 5TH AVE Ste. 2310, PORTLAND, OR 97204
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get started with your free financial assessment. This is a 3-step process showing how you can lower taxes + uncover hidden wealth-building opportunities. Step 1 is a 20-minute call, followed by Step 2, a 1-hour discovery meeting. In Step 3, we'll review your assessment with our findings and recommendations. At the end of this process, we will simply ask you to think about it. Get started today!Offers Investment Management
Yes
About our Firm
We help tech employees (that's you!) maximize their equity comp + make work optional.As a Tech employee, you work hard to grow your wealth. We’re here to help you make the most of your income, stock compensation and employer benefits, so you can gain the confidence you're on track to achieve your goals.
WHY US?
We specialize in working with tech employees like you. After all, you wouldn’t visit a Cardiologist if you needed foot surgery.
✔️ FIDUCIARIES: We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients.
✔️ FEE ONLY: As a fee-only advisor with a transparent fee structure, we do not sell any products and are compensated solely for the advice we provide.
✔️ INDEPENDENT: We are free to structure our business in the way that best serves our clients, not constrained by the whims of a Wall Street bank.
We offer specialized expertise to provide confidence you're on track to reach your goals.
✔️ RSUs
✔️ Deferred Compensation & Pension
✔️ Mega Backdoor Roth
✔️ Employer Stock Purchase Plan (ESPP)
✔️ Diversification & Investing
✔️ Tax & Insurance Planning
Click the 'Book Intro Call' button above to get started with your free financial assessment.
Education
University of Oregon, Bachelor of Science (B.S.), Economics
Hobbies and Interests
- Cycling
- Eating Out
- Family
- Running
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Technology Professionals
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