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Our financial advice team


Anthony Gerardot Ameriprise Financial Advisor

Anthony Gerardot

CFP®, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
PVA Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education

Interests

I enjoy spending time with my wife and three daughters, traveling, running in competitive races and cooking.

Community participation

I coach my daughter's youth travel basketball team. I am active within our church with community projects and with teaching religious education. I am also a member of the Community Outreach Committee within the Catholic Business Exchange.

Qualifications

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

Education

  • Bachelor of Arts, Chemistry and Psychology; Indiana University, Bloomington
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