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Team

At Financial Navigation LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management analysis *

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experience has helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services are offered by John Gerlick through his affiliation with HD Vest.

 

John Gerlick, CPA

Investment Advisor Representative

(303) 761-2750

(303) 306-8379

I am a native of Englewood, Colorado and a graduate of Englewood High School and the University of Northern Colorado. I received my Bachelors degree in accounting in 1978 and my license as a Certified Public Accountant (CPA) in 1983.

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Angela Gerlick

Office Manager

(303) 761-2750

(303) 306-8379

Angela makes and tracks office appointments as well as processing of tax returns and is in charge of the bookeeping department.

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