Graham C Gerlach

Graham Gerlach, CFP®, AEP®, has a diverse work experience spanning over two decades. Graham began their career in 1998 at Northwestern Mutual, where they served as a Wealth Management Advisor and Accredited Estate Planner TM until 2014. In 2015, Graham ventured out on their own and established Ratio Wealth Group, where they held the roles of Owner and Managing Partner for five years. In 2020, Graham co-founded Inclined and currently serves as the Co-Founder and Chief Revenue Officer. Throughout their career, Graham has consistently demonstrated their expertise in wealth management and estate planning, making him a valuable asset in the financial industry.

Graham Gerlach, CFP®, AEP®, earned a Bachelor of Arts (BA) degree in Religion and Psychology from Denison University, where they attended from 1992 to 1996. In 2012, they obtained the Certified Financial Planner (CFP) certification from the CFP Board. Graham also holds the Accredited Estate Planner TM designation, although the specific details regarding the institution and year of obtaining this certification are unknown.