Gerard P. Viars

gerryviars_websitepicture

302-992-0600

Heritage Financial Consultants, LLC

Gerry Viars has been in the financial services industry for over 30 years helping clients with financial planning, retirement planning, asset management and estate planning. He has been affiliated with Lincoln Financial Advisors since 1985, becoming a Career Agent in 1988. At that time he joined Collender-Griffith-Chang and Associates and was a principal before joining Heritage Financial Consultants as a partner in 2014.

EDUCATION AND CERTIFICATIONS

  • BS in Business from the University of Delaware
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC®)

PROFESSIONAL ASSOCIATIONS

  • Society of Financial Services Professionals Delaware chapter, Past President
  • National Association of Insurance and Financial Advisors (NAIFA)

COMMUNITY INVOLVEMENT

  • U.S. Marine Corp Vietnam Veteran

ON A PERSONAL NOTE

Gerry is a lifelong Delaware resident. He and his wife, Alie, reside in North Wilmington and enjoy spending time with their two children, Rob and Allison and their grandchildren, Noah and Chris. When Gerry is not spending time with his clients or his family, he is an avid tennis enthusiast, playing at least twice a week.

MAIN SERVICE AREAS

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Investment Management Strategies
  • Risk Management