MEGAN GEHRMAN, CFP®, PRESIDENT, FINANCIAL ADVISOR

      763.762.3405

Check the background of this investment professional on FINRA’s BrokerCheck.

When you face a life transition, you want someone who is there to listen to your concerns and respond with knowledge and care. That’s Megan Gehrman. As a Certified Financial Planner™ (CFP®), Megan builds long-term relationships with clients while providing thoughtful financial advice. Clients appreciate the genuine effort she makes to connect with them. Happy birthday phone calls. Anniversary gifts. Megan treats her clients like family.

Megan started in the financial planning world in 2006 and became a CFP® in 2011. She spent the first four years of her career at Ameriprise before choosing the independent track.

She and Steve enjoy educating the community on comprehensive, holistic financial planning and have standing educational seminars for AAA Minneapolis and Target.

As a CFP®, Megan is a member of the Financial Planning Association (FPA). She also serves on the Family Advisory Council and Legacy Advisor group for Children’s Hospitals and Clinics of Minnesota. As an organization that is near to Megan’s heart, she shares personal experience and business leadership as a way to support and sustain Children’s.

Certifications

Certified Financial Planner™

Education

University of St. Thomas

Megan Gehrman grew up an only child in Eden Prairie, Minn., playing hockey and learning the importance of teamwork, and calculating risk. As a wife and mother of two, Megan continues to demonstrate these qualities at home and at the office. She credits her interest in finance to her parents, who are still a very big part of her life.

The next time you’re at Sterling Retirement Resources, ask about the office supply of eggs and honey. Many are surprised to learn that Meg and her family have a farm – or zoo; depending on the day – complete with three dogs (Axel, Peanut and Chimi), one cat (Blue), four llamas, four sheep, eight goats, plus chickens and bees.

In addition to tending to her animals and family, Megan enjoys exercise, photography and volunteering. She has a real knack for rescuing animals too, but is pretty maxed out at this point! She and her husband also take any chance to travel with their children and expose them to different places and cultures.

Retirement Goal

“It’s such a long way off, it’s hard to visualize. My focus now is to spend time with my family and work hard. I don’t want to miss out on creating memories, but I know that big picture goals require work. (Plus, I love what I do!) I do have a goal of staying connected to my family. To me, family is everything.”

Sterling Retirement Resources, Inc.
8401 Golden Valley Road, Suite 225
Golden Valley, MN 55427
Main: 763.762.3400  
Fax: 763.762.3409

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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