Jason Gergely

WARSAW — Alderfer Bergen and Company in Warsaw is pleased to announce that Jason Gergely, CFP has been authorized by the Financial Planner Board of Standards to use the Certified Financial Planner and CFP marks in accordance with CFP Board certification and renewal requirements.

Gergely has been with Alderfer Bergen since 2014 and has been a wealth advisor since January 2017, specializing in financial planning, employer/employee benefit plans, social security and assisting young professionals.

The CFP marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.