SCOTT GERLACH, CFP®

ADVISOR
Scott Gerlach,CFP-Advisor at Cordant Wealth Partners

Scott is an Advisor at Cordant Wealth Partners. He contributes regularly to Cordant’s blog and routinely presents on topics related to financial planning. Scott is a member of the Financial Planning Association of Oregon and SW Washington, and leads Cordant’s internal Financial Planning Committee.

In 2014, Scott earned the Certified Financial Planner designation. Prior to joining Cordant, Scott worked at Confluence Wealth Advisors in an advisory role and started his career in San Francisco in an operational role with Bingham, Osborn & Scarborough, LLC. He has a Bachelor of Science degree in Economics from the University of Oregon.

"I am passionate about helping clients focus on what matters, so they can tune out the noise of everyday life and spend their time and energy on what's important to them."  - Scott Gerlach

My Role on the Cordant Team

“Focus on what you can control” – Every football coach ever.

While cliche, this manta applies to more than just football. I’m excited to work on a team that helps our clients block out the noise of every day life so they can focus on what’s important to them.

As an Advisor at Cordant, most days you will find me:

  • Ensuring client needs are being met
  • Delivering accurate straight-forward advice using the Cordant Wealth Process
  • Meeting with clients and following-up on client-related action items
  • Modeling client data in our financial planning software
  • Proactively working with our client’s attorney and CPAs

When not at work, I am for the (almost) sole purpose of enjoying the local culinary and beer scene with my wife, you’ll find me burning calories running through Forest Park, playing tennis and riding my bike. When not in Portland, we’re either visiting friends and family in California, or traveling to other parts of the world.

 

MEET MORE OF OUR TEAM

Skip to content