William Gerlach Fiduciary, Financial Advisor

William Gerlach’s path into financial services began with a genuine passion for markets and personal finance, one he pursued through a finance degree at Grand Canyon University. From there, he gained early experience as a financial representative at Northwestern Mutual before launching his career at Northern Trust. Over the years, William has immersed himself in nearly every dimension of personal finance, from hands-on advisory work to strategic operations and advisor development. He recently passed the CFP exam, a milestone that reflects his commitment to continually raising his standard of care for clients. In the Registered Investment Advisor space, William found his true calling: fee-based, fiduciary planning. As a Family Office Fiduciary Advisor at Trajan Wealth, he brings that depth of experience and a genuine enthusiasm for the work to every relationship.

William was raised in Anchorage, Alaska, and carries with him the discipline of someone who approaches life with intention. Outside the office, he is committed to his sport of calisthenics, an interest that reflects how seriously he takes preparation, both professionally and personally.