Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Owner and Retirement Planner
Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Owner and Retirement Planner
A well-crafted Retirement Plan can be the difference between a fulfilled retirement versus a stress-filled retirement. Let me help you map it out, so you can live life like you want to. - Andy Gerhartz, CFP®, MSPFP
Retirement focused financial planner located in Phoenix, AZ, serving clients locally, in Southern CA, and virtually across the country.
BRIDGE THE GAP RETIREMENT PLANNERS, LLC.
How Are We Different?:
○ We are Two CERTIFIED FINANCIAL PLANNERS™ working as a Team in every client relationship.
○ We are Retirement Specialists. We work with retirees and those transitioning to retirement.
○ Over 25 years of combined industry experience serving clients.
○ We choose to limit the number of clients in our practice so our clients get the attention they deserve.
○ We are Fee-Only Fiduciaries. No commissions, No product sales. We only get paid on our advice.
Hello, I’m Andy!
I developed my interest in personal finance early on in my 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.
Prior to joining BTGRP, I worked for a reputable financial firm for over a decade, where I managed a large client practice made up of high-net-worth clients, providing portfolio management advice and financial planning.
I hold a Bachelor’s Degree in Business, a Master’s Degree in Personal Financial Planning, and most notably I am a CERTIFIED FINANCIAL PLANNER™.
On the personal side – I have an athlete’s background with an underdog’s mentality. I played Division 1 college baseball, during which time I 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, I can still wow the crowd! I’m from Milwaukee, Wisconsin but now reside in Phoenix, Arizona with my wife, 12-year-old stepson, and 1 year old son.
Andy Gerhartz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Bridge The Gap Retirement Planners, our mission is simple: To help our clients live their very best retirement. While many advisors are generalists, We Are Retirement Specialists. Our focus is retirees and those transitioning to retirement. We choose to specialize in this space so we can be the best partner for you.
We also understand that all too often in the financial advisory world clients just don’t get the attention they deserve. Advisors have too big of practice sizes with not enough time nor energy to serve them all well. This is why we choose to specifically limit the number of clients we work with in order to deliver the highest possible value to each relationship. When you’re a client of BTG, you will be valued!
How Else Are We Different?
○ We are Two CERTIFIED FINANCIAL PLANNERS™ working as a Team in every client relationship.
○ Over 25 years of combined industry experience serving clients.
○ We have a three-meeting process before signing any new clients to make sure we’re the right fit.
○ We are Fee-Only Fiduciaries. No commissions, No product sales. We only get paid on our advice.
How To Get In Touch With Us:
- Schedule an introductory chat on our website: https://www.btgretirementplanners.com/
- Sign up for our FREE NEWSLETTER: https://www.btgretirementplanners.com/blog
- Email us for our FREE GUIDE: 10 Keys to Retirement Success: andy@btgretirementplanners.com
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Social Security
Ideal Clients
- Retirees and Near Retirees
- Income From Investment Portfolios
- Novice Investors
- Sudden money situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andy Gerhartz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Andy Gerhartz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Andy Gerhartz is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Andy Gerhartz holds a Master's in Personal Financial Planning (MSPFP)The Master of Science Degree Program in Personal Financial Planning from the College for Financial Planning offers financial planners an opportunity to expand their knowledge beyond typical credentials. The curriculum is based on a client-centered, problem-solving method using case studies to provide a hands-on approach to the material. Planners may either choose a traditional pathway or a client psychology and communication pathway. Regardless of the path, degree earners have successfully completed 30 semester credits.
Contact Andy Gerhartz
Office Locations:
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By Appointment
Phoenix, AZ 85021 -
1230 Madera Road
Suite 5-113
Simi Valley, CA 93065
