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Gerard Zopfi

Senior Vice President, Financial Advisor

CFP®

Office Information

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Contact Gerard

(203) 656-5500 gzopfi@wealthenhancement.com

Team Office

Gerard’s Locations

23 Old Kings Hwy S Ste 102
Darien, CT 06820
(203) 656-5500
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About Gerard

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

Awards & Recognition

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2023

Five Star Wealth Manager (2023)

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 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.

2022

Five Star Wealth Manager (2022)

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 2022 FIVE STAR Wealth Managers. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22.

2021

Five Star Wealth Manager (2021)

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 2021 FIVE STAR Wealth Managers. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21.

2020

Five Star Wealth Manager (2020)

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 2020 FIVE STAR Wealth Managers. Awarded 11/01/20 for the period of 8/01/20 - 11/01/20.

2019

Five Star Wealth Manager (2019)

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 2019 FIVE STAR Wealth Managers. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.

2018

Five Star Wealth Manager (2018)

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 2018 FIVE STAR Wealth Managers. Awarded 11/01/18 for the period of 2/15/18 - 11/01/18.

  1. 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 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.
  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 2022 FIVE STAR Wealth Managers. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22.
  3. 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 2021 FIVE STAR Wealth Managers. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21.
  4. 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 2020 FIVE STAR Wealth Managers. Awarded 11/01/20 for the period of 8/01/20 - 11/01/20.
  5. 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 2019 FIVE STAR Wealth Managers. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.
  6. 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 2018 FIVE STAR Wealth Managers. Awarded 11/01/18 for the period of 2/15/18 - 11/01/18.

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