E-mail COMPASS LinkedIn connect with Lou

OUR TEAM -- Theodore J. ("TJ") van Gerven, Associate Wealth Manager

Theodore J. ("TJ") van Gerven was drawn to wealth management to provide objective advice within a holistic financial planning framework. TJ’s financial planning experience includes the areas of retirement planning, investment planning, insurance planning and risk management, income tax planning, and estate planning.


TJ received his BA in Economics from Virginia Tech, along with a minor in Actuarial Science. In 2016, he completed the CFP® coursework through Bryant University and passed the CFP® exam in March 2017. He is expected to meet the requirements to use the designation in May 2018.

Theodore J. ("TJ") van Gerven

Associate Wealth Manager
COMPASS Wealth Management, LLC
Since 2017
E-mail TJ LinkedIn connect with TJ


Candidate for the CFP® certification
Certificate in Financial Planning through Bryant University
Certificate in Paraplanner Development through the American College of Financial Services


BA, Virginia Tech

Corporate Experience

Advisors Ahead
RBH Global Wealth Partners

Community Activities
Past and Present

Member of the Sigma Alpha Epsilon Fraternity

COMPASS' Quarterly Newsletter

A free and informative newsletter covering issues for individual and corporate investors

Read An Issue

Home |  Individuals |  Companies |  Media |  Library |  Our Team |  Contact |  Client Login

COMPASS Wealth Management, LLC
290 Baker Avenue
Suite N101
Concord, MA  01742.2193
Disclosure Statement