Gerard L. Suarez

Gerard L. Suarez

Founder and Wealth Manager, CRPC®, AIF®

Gerard graduated cum laude from the University of Washington School of Mechanical Engineering. He worked as a mechanical and project engineer in the aerospace industry for five years before realizing that he wanted to make a more meaningful personal impact in other peoples' lives. This led him to follow his interest in financial planning and investments. In 1996, he joined one of the nation's largest financial planning firms, where he found that he could use his analytical and diverse background to help clients pursue their financial goals and objectives. He takes particular joy in educating his clients so they understand not only what is being done but why and relishes finding ways to do so that makes the complex easy to understand. He is an Investment Adviser Representative of Commonwealth Financial Network®.

Gerard holds the following designations, registrations, and licenses:

  • Chartered Retirement Planning CounselorTM (CRPC®) certification
  • Accredited Investment Fiduciary® (AIF®) certification
  • FINRA Series 7, 63, and 65 securities registrations
  • Life and health insurance licenses