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Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

Louisville

Client Advisory

Biography

Gavin is a Principal in the Louisville office, where he focuses on helping business owners build wealth. His responsibilities include determining the value of businesses and directing business owners to buyers at the most opportune time.

Prior to joining Cerity Partners, Gavin served as a Senior Financial Advisor at ARGI Financial Group. Before ARGI, he owned a franchise of Ameriprise Financial from 1993 to 2008.

In his free time, Gavin enjoys racing sailboats, scuba diving, golf, snow skiing, and cooking.

Education

  • B.S. in Law Enforcement from Eastern Kentucky University

Highlights

  • Certified Exit Planning Advisor
  • Accredited Investment Fiduciary Analyst®
  • Chartered Retirement Planning Counselor
  • Board member of the Juvenile Diabetes Research Foundation

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.