Scott Gerlach, CFP®
Financial Advice for Tech Employees
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More 
Cordant Wealth Partners
Scott Gerlach, CFP®
Portland, OR
Serving Clients Nationwide
Financial Advice for Tech Employees
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Scott Gerlach, CFP®
Scott Gerlach is an Advisor at Cordant Wealth Partners. He regularly contributes to Cordant’s blog and routinely presents 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.
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 ®
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 Cordant Wealth Partners
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Very satisfied with advisor communications and responsiveness
✅ Wealthtender Certified Advisor Review™
Feb 9, 2025
ScottG and Garrick have handled our account for almost ten years now. They have updated us regularly and thoroughly on the status and progress of our investments. Most of the interactions are virtual, but the annual in-person meetings in the Bay Area are much appreciated.
Relationship to Financial Advisor: Client as of Feb 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Helped us tremendously get our retirement planning straightened out
✅ Wealthtender Certified Advisor Review™
Oct 20, 2024
The title says it all. As a retiree from Intel, Cordant's familiarity with Intel's retirement-associated benefits were especially helpful.
Relationship to Financial Advisor: Client as of Oct 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Company
✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
I’m very pleased with this excellent company. I have been a client since long before it was Cordant, since back in the Bob Corine days. I’ve moved to several states and lived in three different countries since the mid 90’s and this organization has followed and responded to me in a timely and professional manner through each transition. I trust them implicitly. Garrick unfailingly provides excellent support and advice in every situation in a timely manner. I completely trust his judgment to keep me financially stable throughout my retirement. This company’s support has always exceeded my expectations.
Relationship to Financial Advisor: Client as of Aug 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Please see important disclosures below awards View Disclosures
Wealthtender Awards
Scott Gerlach, CFP® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Scott Gerlach, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Cordant Wealth Partners compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
