Gerardo Velasquez, Financial Advisor

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Hispanic Family Finances
  • New Investors
  • Accountants

About Gerardo

I chose a career in financial services because I want to make a difference in the lives of families by helping them prepare for the expected and the unexpected.

I grew up on the northside of Chicago where I lived with my parents and three siblings. When I was 4 years old, my parents started a small business. Working in the "shop", I learned firsthand the hard work and dedication required for a small business to succeed and how rewarding it is to have a positive impact on your community and develop relationships with families that span generations.

I attended...

Work History

  • Edward JonesJanuary 2022 to Current
  • Milliman, Inc.November 2013 to January 2022

Education

  • North Park CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Photography
  • Car Restoration
  • Martial Arts

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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