About Gerald

Gerald A. Shantzer is a Financial Advisor with Marcum Wealth. He provides strategic wealth management and comprehensive financial planning services for his clients. Mr. Shantzer has more than 25 years experience working directly with business owners, executives, professionals, and high-net-worth individuals and their families with developing personalized wealth accumulation, preservation and transfer strategies based on their unique needs, goals and objectives. The planning process, in many cases, involves working in concert with the clients’ other professional advisors. Once a plan is developed, Mr. Shantzer assists with or leads the implementation process.

Mr. Shantzer brings an array of experience to the financial services practice. He started his career at a national accounting firm where he was named Partner.

Subject Matter Expertise

Comprehensive Financial Planning
Wealth Management
Investment Planning
Alternative Assets
Retirement Planning
College Planning
Estate and Legacy Planning
Asset Preservation Planning
Insurance Planning
Family Business Consulting

Practice Focus

High Net-Worth Individuals & Families
Business Owners
Corporate Executives
Corporate Retirement Plans
Closely-Held Companies
Family-Owned Businesses

Education and Certifications

Bachelor of Business Administration
Temple University

Certified Public Accountant (CPA)