Qualifications

John P. Gerlach has been in the insurance business since 1974 and in the investment business since 1985. The American College (Bryn Mawr, PA) awarded him the designations of Chartered Life Underwriter (CLU) in 1992, Chartered Financial Consultant (ChFC) in 1994, Certified Family Business Specialist in 2004 and Chartered Advisor for Senior Living (CASL) in 2008. He has been a member of the Society of Financial Service Professionals since 1992.