Gavin Jerg, RICP®

Gavin started his career with Equitable Advisors in June of 2020 as a Financial Professional after graduating from University of Wisconsin with a bachelor’s degree in Economics. He currently holds his FINRA Series 66 and 7 registrations and WI Accident & Health, Life and Variable licenses. 

In November 2020, Gavin began building his practice talking with many different individuals and businesses. His focus is to grow his practice while maintaining the quality service his current clients have come to expect and deserve. Gavin works personally with individuals, families, and smaller businesses to provide them with financial planning, investment strategies, risk management, and estate planning services. He takes each of his clients through an educational, consultative, and collaborative process to help them achieve their financial goals.

In 2023, Gavin furthered his dedication to his clients by continuing his education through advanced designations. In November, Gavin completed his Holistic Financial Coach designation through the Columbia University Coaching Center of Excellence. This designation was designed to broaden the scope of planning and see planning beyond just the financial aspect of it. It focused on the emotional side of finances while exploring what truly matters to clients. In December of 2023, Gavin successfully completed his RICP® designation. This designation through the American College of Financial Services is the nation's leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.