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Our financial advice team


John Gerard

John Gerard

CFP®, APMA®

Financial Advisor

Kasch, Levitch, Mc Aleer & Associates
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving

Interests

· Relaxing at thelake with my family and friends

· Outdooractivities - especially mountain biking, camping and hiking

· Exploring newrestaurants and breweries around Richmond, VA

· Virginia Techsports

· CrossFit

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • • B.S. in Business (Finance Major), Virginia Polytechnic Institute and State University
Newsletter

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Community participation

· St. Constantineand Helen Greek Orthodox Church

o Annual volunteer at the Richmond Greek Festival

· At Kasch,Levitch, McAleer & Associates we sponsored a number of local non-profitagencies and donated to Feed More, Shalom Farms, FEED23112, Sanctuary Rescue,Richmond Animal League, and Richmond Ruff House.