About Us

Robert von Gerds

Retirement Benefits Specialist - Tax Sheltered Plans
Phone: 513-400-4032
Mobile: 513-226-3039
Fax: 513-762-7724

Upon graduating from Xavier University in 1998, I began my career in the Financial Services Industry at Fidelity Investments where I served in a variety of roles. I quickly desired to build a more meaningful and lasting relationship with clients. To that end, I joined Equitable Retirement Benefits Group as a Financial Professional to serve the financial planning needs of educators and their families. In 2004, Matt Gates and I partnered to build a Wealth Management practice, and we continue to create lasting and impactful relationships to help our clients on their journey to financial success.

I am an avid bicyclist, enjoy attending live theater performances and am an active member of the Cincinnati Opera Guild. Most of my early years were spent in Stuttgart and Baden-Baden, Germany. I moved to Cincinnati in 1995 to attend Xavier University where I earned a B.A. in International Affairs with an Economics minor. I currently reside in Harrison, Ohio with my fiancée, Kerri.





Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Matthew Gates has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products from Equitable Financial Life Insurance Company and those of unaffiliated carriers are offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Gates von Gerds Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Equitable Advisors, Equitable Network, and Equitable are affiliated companies.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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