Daniel P. Gaertner

CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS

Gaertner Dan lgMr. Gaertner and his team have the backing of UBS Financial Services as they are recognized as Senior Retirement Plan Consultants within UBS. Their retirement plan services focus largely on an array of defined contribution plans, including Taft Hartley plans, non-profit organizations, and small to mid-size corporate 401(k) plans. The team assists plan sponsors with their fiduciary responsibility, assessing overall plan health, and participant retirement readiness. They assist in these areas by partnering with their plan committees and the respective plan professionals involved in order to tailor a customized service experience for each plan.

Mr. Gaertner has more than 25 years of retirement plan industry experience.  He has spoken at NAPA industry conferences, and was named a Financial Times Top 401 Retirement Advisor for 2018 and 2019.

https://financialservicesinc.ubs.com/team/gaertner/
440-414-2747
Retirement Plans: 74
Participants: 15,000