--- title: Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor | Ulrich Insights description: Evan Gerald is Partner, Senior Advisor at Ulrich Investment Consultants. As a Senior Advisor, Evan works closely with the firm’s CEO and Partners to execute the firm’s vision and core focus. In addition, Evan provides holistic, fiduciary advisory services to affluent individuals and families and, ERISA-covered plans. He also advises Taft-Hartley plans, including health & welfare funds, defined benefit, and defined contribution plans. Evan’s areas of expertise include financial planning, estate planning coordination, asset allocation, manager research and due diligence, and portfolio implementation. He is also a licensed independent insurance agent of the State of Texas. Through the Firm’s partnership with New First Financial Resources (FFR), Evan is able to serve our clients across the nation in regard to their life and health insurance needs. --- [![Ulrich Investment Consultants](https://insights.ulrichcg.com/hubfs/Ulrich-Logo-Navy.png) Ulrich Investment Consultants](https://www.ulrichcg.com/) [Ulrich Insights](https://insights.ulrichcg.com/) ![Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor](https://insights.ulrichcg.com/hs-fs/hubfs/Evan%20Gerald%20CFP.jpg?width=92&height=92&name=Evan%20Gerald%20CFP.jpg) Ulrich Insights Author # Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor Evan Gerald is Partner, Senior Advisor at Ulrich Investment Consultants. As a Senior Advisor, Evan works closely with the firm’s CEO and Partners to execute the firm’s vision and core focus. In addition, Evan provides holistic, fiduciary advisory services to affluent individuals and families and, ERISA-covered plans. He also advises Taft-Hartley plans, including health & welfare funds, defined benefit, and defined contribution plans. Evan’s areas of expertise include financial planning, estate planning coordination, asset allocation, manager research and due diligence, and portfolio implementation. He is also a licensed independent insurance agent of the State of Texas. Through the Firm’s partnership with New First Financial Resources (FFR), Evan is able to serve our clients across the nation in regard to their life and health insurance needs. 3 Published Perspectives ## Latest Perspective [![Assessing a new advisor meeting](https://insights.ulrichcg.com/hubfs/Assessing%20a%20new%20advisor%20meeting.jpg)](https://insights.ulrichcg.com/your-longtime-financial-advisor-is-retiring-what-should-you-look-for-in-the-next-one) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [Your Longtime Financial Advisor Is Retiring. What Should You Look for in the Next One?](https://insights.ulrichcg.com/your-longtime-financial-advisor-is-retiring-what-should-you-look-for-in-the-next-one) By [Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor](https://insights.ulrichcg.com/author/evan-w-gerald-cfp) • September 2, 2026 [Read the full perspective](https://insights.ulrichcg.com/your-longtime-financial-advisor-is-retiring-what-should-you-look-for-in-the-next-one) ## More Insights [![](https://insights.ulrichcg.com/hubfs/Ulrich-Logo-Navy.png) Ulrich Insights](https://insights.ulrichcg.com/how-to-prepare-for-the-largest-generational-wealth-transfer-in-history) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [How to Prepare For The Largest Generational Wealth Transfer in History](https://insights.ulrichcg.com/how-to-prepare-for-the-largest-generational-wealth-transfer-in-history) By Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor • March 24, 2022 [Read more](https://insights.ulrichcg.com/how-to-prepare-for-the-largest-generational-wealth-transfer-in-history) [![](https://insights.ulrichcg.com/hubfs/Ulrich-Logo-Navy.png) Ulrich Insights](https://insights.ulrichcg.com/how-to-set-up-a-long-term-financial-plan-for-success) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [How To Set Up a Long-Term Financial Plan For Success](https://insights.ulrichcg.com/how-to-set-up-a-long-term-financial-plan-for-success) By Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor • February 18, 2022 [Read more](https://insights.ulrichcg.com/how-to-set-up-a-long-term-financial-plan-for-success) ![Ulrich Investment Consultants](https://insights.ulrichcg.com/hubfs/Ulrich-Logo-Navy.png) Ulrich Investment Consultants Thoughtful perspectives from the Ulrich Investment Consultants team. 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