Ulrich Insights Author
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.