Our Advising Team

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Bryan Curry, CFP®

Partner and Retirement Planner

Bryan Curry is the founder of Bridge the Gap Retirement Planners. Bryan has always been passionate about personal finance. Bryan spent over a decade working for the big financial firms and made the decision to create BTGRP. His vision was to build a business that is centered around his clients. Bryan realized that at the big firms, he, like many advisors worked with too many clients.  Bryan believes that with fewer clients, the relationship between client and advisor can be the strongest. Bryan holds a Bachelor’s Degree in Business Administration, Securities Licenses 6, 7, 63 & 66, and most notably his Certified Planner Designation™. Bryan lives in Simi Valley, CA with his wife, daughter, and their yellow lab. He enjoys all things financial, spending time with family, and getting outside to ride mountain bikes and motorcycles.

Phone (805)-304-9459

Here is a quick introduction from Bryan. Click below to start the video.

Here is a quick introduction from Andy. Click below to start the video.

Andy Gerhartz, CFP®, MSPFP
 

Partner and Retirement Planner

Andy Gerhartz is a partner at Bridge the Gap Retirement Planners LLC. 

 

Andy developed his interest in personal finance early on in his childhood.  What started out as picking stocks and following the financial markets, to reading books about real estate and rental properties, would ultimately develop into a passion in financial planning with a focus on helping retirees. 

He has always believed that reaching financial freedom is one of the single greatest accomplishments that one can achieve for themselves and their family.

Prior to joining BTGRP, Andy worked for a reputable financial firm for over a decade, where he managed a large client practice made up of high-net-worth clients, providing portfolio management advice and financial planning.  He was excited to transition to an RIA that will limit the number of clients in the practice in order to deliver the highest possible value to each relationship.

Andy holds a Bachelor’s Degree in Business, a Master’s Degree in Personal Financial Planning, and most notably he is a Certified Financial Planner™.  He also holds Securities Licenses 7, 63, and 66.

Andy has an athlete’s background with an underdog’s mentality.  He played Division 1 college baseball, during which time he went from a walk-on to an all-conference senior captain.  While age has slowly crept up, and now it’s just men’s league softball, he can still wow the crowd!  Originally from Milwaukee, WI, Andy now lives in Phoenix, Arizona with his wife, 11-year-old stepson, and their 5-month-old son

Phone: (414) 416-4208

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