About
With more than 15 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 is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award.* 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 Norwalk, CT.
*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, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 7/01/17 for the period of 10/24/16 - 5/24/17. Awarded 7/01/18 for the period of 10/27/17 - 5/21/18. Awarded 7/01/19 for the period of 10/15/18 - 4/26/19. Awarded 7/01/20 for the period of 9/30/19 - 4/17/20. Awarded 7/01/21 for the period of 9/14/20 - 4/30/21. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.
Education
- BS, Boston College-Carroll School of Management
Resources from Gerard Zopfi
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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