With more than 10 years of experience in the financial services industry, Gerard develops value-driven financial plans and helps his clients to pursue their life goals through comprehensive financial and retirement planning. He joined Wealth Enhancement Group through the 2016 partnership with HHG & Company, where he worked as a senior director. Prior to joining HHG & Company in 2009, Gerard provided tax, valuation, financial advisory and related consulting services for WTAS, LLC (now Andersen Tax) in Boston. Gerard lives with his wife Ashley in Stamford, CT.
- BS, Boston College-Carroll School of Management
- CERTIFIED FINACIAL PLANNER™ Professional
- Five Star Wealth Manager (2017-2020)*
The Zopfi Financial Advisory team operates from our Darien, CT office.
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1 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Darien office advisors are not affiliated with LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019 or 2020 FIVE STAR Wealth Managers.