Gerarde (Jerry) Moret is a Director at Sorren. With decades of experience, Jerry is a trusted advisor to individuals and closely held businesses navigating complex tax matters, estate strategies, and multistate compliance. His background includes roles as a sole practitioner and Senior Tax Manager at a regional firm. In 2012, he joined the Pisenti & Brinker team, which later became Sorren. Jerry supports clients across various industries, including manufacturing, wine and spirits, hospitality, technology, startups, retail, wholesale, and real estate. He is especially skilled in tax controversy and is frequently invited to speak on financial and business topics.

Based in Novato, Jerry enjoys spending time with his wife while learning her native Russian language. Together, they host monthly meetings of the Marin Glen Book Club. He actively contributes to the local community, with previous and current stints as Treasurer for the Wells Fargo Center for the Arts, Toast of Petaluma, and 100 Black Men of Sonoma County, Inc.

Education:

• Master of Science in Taxation – Golden Gate University
• Bachelor of Science in Business Administration – Sonoma State University

Professional Designations / Civic Associations:

• Certified Public Accountant – California
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, California Society of Certified Public Accountants (CalCPA)
• Member, Redwood Estate Planning Council
• Treasurer, 100 Black Men of Sonoma County Inc.