Gerard Wrazien, Candidate for CFP® certification

Gerard joined Rodgers & Associates as an Associate Adviser after a distin­guished career as an officer in the U.S. Army. During his military service, he held a variety of command and staff roles, including deploy­ments supporting overseas opera­tions. He retired as a lieutenant colonel.

In his current role, Gerard applies his planning and leadership skills to support our Financial Advisers and clients. His respon­si­bil­ities include financial planning, tax projec­tions, client commu­ni­cation and other functions essential to the firm’s operations.

Gerard has a Master of Business Admin­is­tration from Bloomsburg University and earned a bachelor’s degree in finance from Indiana University of Pennsyl­vania. He is currently a Candidate for CFP® certi­fi­cation after passing the Certified Financial Planner® Certi­fi­cation Exam.

Gerard was drawn to Rodgers & Associates for their client-focused approach. He believes retirement is not the ending, but the start of a new chapter, and that thoughtful planning can help shape what that chapter looks like. He enjoys working with clients to develop person­alized financial strategies that support their retirement goals.

Outside of the office, Gerard can be found in Hummel­stown with his wife Michele and their son Gabe. He also enjoys traveling to the Wyoming Valley to visit family. He likes spending time with his two dogs, going for walks on area trails, golfing, or attending area car events with his classic automobile.