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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.

FINANCIAL 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
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Credentials


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

Education


BA, Virginia Tech


Corporate Experience


Advisors Ahead
RBH Global Wealth Partners


Community Activities
Past and Present


Member of the Sigma Alpha Epsilon Fraternity

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978.254.7040
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