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Biography

Scott Gerlach is a Partner in the Portland office. He is a member of the Wealth Management team, providing personalized wealth management services to employees and executives of public and private technology firms with a focus on optimizing wealth through efficient investing, risk management, and tax strategy.

Prior to joining Cerity Partners, Scott was a Lead Advisor with Cordant Wealth Management and lead his team’s efforts in helping their clients integrate their employer benefits into their broader financial strategy.

In his spare time, Scott enjoys spending time with his wife, Jessica, and their two children, golfing, skiing, volunteering in the Bend community, and enjoying a local craft beer.

Learn more about my practice.

Education

  • B.S. in Economics from the University of Oregon

Highlights

  • CERTIFIED FINANCIAL PLANNER
  • Mt Bachelor Rotary Club
  • Central Oregon Estate Planning Council
  • Financial Planning Association (FPA) of Oregon and SW Washington

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James Lebenthal

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