Richard Gerczak, CFP®

Principal | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Rich is a Founding Partner of Ballast Advisors. As a Certified Financial Planner for the past 29 years, Rich has helped many families reach their financial goals.  Rich focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates.  He also serves on the Executive and Investment Committees within the firm.

Rich has been recognized numerous times by local publications and organizations for his work as a Financial Advisor.  He has also served in many leadership roles for the development and training of other Financial Advisors.  He is an active community member serving in many church and civic organizations.  Rich has served on a few local non-profit boards, worked as a mentor for The Boys and Girls Club and served as a local school board member.

Rich graduated from the University of Wisconsin Madison with a degree in Business Administration and major in Accounting.  He began his professional career as an Accountant for a Fortune 500 company here in the Twin Cities.  He is a member of the American Institute of Certified Public Accountants (AICPA).

Rich resides in St Paul with his family.  He enjoys time at his family cabin, reading history books and spending time outdoors.