< BACK TO ALL PLANNERS & STAFF
CLU®, ChFC®, CRPC®
Financial Planner
302-593-9195 (cell)
302-992-0600 (work)
302-529-1324
Meet Gerry
Gerry Viars, a CLU®, ChFC®, and CRPC® practitioner, joined Heritage Financial Consultants as a partner in 2014. He primarily helps his clients with financial planning, retirement planning, asset management, and estate planning.
Gerry has been affiliated with Osaic FA (formerly Lincoln Financial Advisors) since 1985, becoming a Career Agent in 1988. He previously worked at Collender-Griffith-Chang and Associates. He has served as the president of The Society of Financial Services Professionals (Delaware chapter) and is a member of The National Association of Insurance and Financial Advisors (NAIFA).
Gerry is passionate about his country, his family, and his community. He is a U.S. Marine Corps Vietnam Veteran and 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.
Lincoln Financial Advisors is now
Certifications
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Retirement Planning Counselor (CRPC®)
Professional Associations
- The Society of Financial Services Professionals, Delaware Chapter (Past President)
- The National Association of Insurance and Financial Advisors (NAIFA)
Education
- B.S., University of Delaware
CRN-7454030-121724

Helen Burke
Planner Assistant
Primary Service Areas
Financial planning
Retirement planning
Estate planning strategies
Investment management strategies
Risk management