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Jonathan Gerrard, CFP®Advisor

What excites me the most about working at RPG is helping others plan for financial independence and understanding every client’s unique life story, concerns, and goals—all of which serve as the foundation for a financial plan.

I believe that every client should be in control of their financial life.

Every client should be comfortable with the overall direction of their financial plan, not being persuaded by what someone else wants them to do or the news headlines in any given day. As a financial planning professional, I am an advocate for disciplined investing, planning for the unexpected, monthly cash flow budgeting, and making use of financial resources to better serve one’s community and the lives of others.

Certified Financial Planner Certificate Program,
Terry College of Business, University of Georgia

BS, Florida State University
MSRE, J. Mack Robinson College of Business, Georgia State University

Jonathan’s Personal Story

  • Drummer and percussionist

  • Florida State football fan

  • Disney movies with wife and daughters

  • Traveling and exploring new places

Growing up, I always had a fascination with cities and the built environment. I was drawn to commercial real estate and the analytical nature of the business. I spent the beginning of my career working in financial analysis and asset management for several commercial real estate firms. It was exciting and challenging. I am still captivated by the transformational impact that real estate projects can have on cities.

After 10 years in the industry, I had a desire for more and to better use my talents and life experiences to help the lives of others.

In recent years, my personal life included a multitude of financial changes, obstacles and decisions which I fully embraced. One day it clicked—my mission was to help others navigate their financial lives and bring peace of mind through financial planning. After a dozen conversations with local planners and enrollment in a CFP certification course, I embarked on this journey!