FINRA's BrokerCheck

Gerald Wernette

Gerald Wernette

Gerald Wernette | CPA, CEBS, AIFA®, C(k)P® | Principal

Farmington Hills, MI | 248.579.1163 | Email | LinkedIn
Service Areas | Investment analysis and portfolio design, fiduciary due diligence support, retirement plan consulting, plan design and implementation, plan administration, plan participant education and communication

Gerald develops creative strategies that help clients work toward success, integrating retirement plan design, consulting, administration and investment advisory services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Experience

Gerald began his financial services career in 1984 and has supported a wide spectrum of individuals and businesses ranging in size. He has extensive knowledge of retirement plan strategies, from plan design through annual administration to the plan termination process. Gerald’s experience has qualified him to direct the consulting services area for Rehmann’s retirement plan division. Before focusing on retirement plans, Gerald practiced extensively in the areas of individual, corporate and partnership taxation.

Gerald received the C(k)P® Certified 401(k) Professional designation, Accredited Investment Fiduciary Analyst® designation, and the Certified Employee Benefit Specialist® (CEBS) designation. He holds an accident, health and life insurance license and is an investment advisor representative.

  • Gerald has been voted as one of the most 60 Influential Advisors in the Defined Contribution Market by The 401k Wire.
  • Gerald has served in multiple roles with the Boy Scouts of America.
  • As a thought leader in the industry, Gerald has been quoted extensively in publications including Financial Advisor Magazine, US News & World Report and Investment News.
  • Gerald is actively involved in professional organizations such as: Center for Fiduciary Studies (CEFEX), founding lecturer for The Retirement Advisory University (UCLA Anderson School of Management Executive Education), National Association of Plan Advisors (government affairs committee).

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 39300 W. Twelve Mile Rd., Suite 100, Farmington Hills, MI 48331 | 248.579.1100

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