Alexander Gerth, M.A., CFP®, CFEP, NATIONAL-BANK Vermögenstreuhand GmbH
Alexander is a Senior-consultant at NB-Vermögenstreuhand, a subsidiary company of a regional bank in Germany.
He is a fee-based Financial Planner in Essen, Germany and offers services in all areas of financial planning especially family office services, foundation advice, liquidity-, investment-, financial- and estate planning.
Alexander is Certified Financial Planner (CFP) and Certified Foundation and Estate Planner (FPSB-Germany). He holds a Master Degree in Wealth Management from EBS Universität für Wirtschaft und Recht, Wiesbaden, and has been working in the financial services industry for over 11 years.
“The new experiences and impressions, which i gained during the whole financial planning award process and the presentation, i don´t want to miss. The competition was challenging and in the end also enjoyable for me. I´m also very proud to win a place close to the top Europe-wide.
During the contest I have progressed personally and professionally, because i had the chance to present a real customer case in the form of a multi-part plan and a presentation in front of an international jury of experienced planners. I´m very pleased that their feedback was so positive. Now i know, i´m on the right track for my clients with the preparation of data and the customized solutions for them.
At the end i must compliment the total PlanPlus-Award-team. The contact was always friendly, helpful and supportive. Thank you!”