Team

Tom Gerboth, CFP®

Director of Client Services

Tom Gerboth, Director of Client Services, brings over 10 years of investment management experience to Tandem. He is a CERTIFIED FINANCIAL PLANNER ™ and a graduate of Arizona State University. Prior to joining Tandem, Gerboth held the position of Private Client Advisor at Charles Schwab. Tom specializes in working with clients to create a customized yet understandable approach to investing. This approach focuses on first creating a financial plan tailored to specific client needs. He enjoys working with and educating clients while helping them grow their wealth over time.

The Certified Financial Planner™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree, or license. Every two years, CFP® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net.