Gene M. Mcgovern
MCGOVERN FINANCIAL ADVISORS
Westfield, NJ
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CRD#: 6486283
Professional summary
Gene Michael Mcgovern, CFP® is a registered financial advisor currently at MCGOVERN FINANCIAL ADVISORS, LLC located in Westfield, New Jersey.
Gene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gene has worked at 1 firm and has passed the Series 65 exam.
Biography
Personal Background
I was born and raised in Portland, Maine. While I’ve spent the majority of my life in New York and New Jersey, I’m a New England Yankee by birth and temperament, with deep roots there: My great-grandfather fought with the 20th Maine Regiment at the Battle of Gettysburg.
That heritage informs the values and characteristics that I hold and bring to my work as a financial planner: integrity, hard work, fairness, pragmatism, common sense.
Professional Background and Credentials
I’m a former CEO, now enjoying a second career as the founder and managing member of McGovern Financial Advisors. I’m also an adjunct faculty member at Fairleigh Dickinson University in New Jersey, where I teach several courses to professionals seeking the Certified Financial Planner™ certification, including retirement planning, investment planning, estate planning, and the Capstone class in financial plan development.
I hold a B.A. in English from Yale University and an MBA in Taxation from New York University. I completed the Financial Planning Certificate Program at Fairleigh Dickinson University, where I now teach, and passed the rigorous Certified Financial Planner™ Examination administered by the CFP® Board. I also passed the Series 65 Uniform Investment Adviser Law Examination, and my firm is a Registered Investment Advisor in the State of New Jersey.
Before founding McGovern Financial Advisors, I enjoyed a 30-year career in professional law and tax publishing.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Debt Management
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Social Security Planning
Estate Planning
Retirement Income Management
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Baby Boomers
Fixed Fee (Subscription, Retai...
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gene Michael Mcgovern's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
July 21, 2015 - Present
MCGOVERN FINANCIAL ADVISORS, LLC
RIA
CRD#: 197514
Westfield, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(7/21/2015)
Current Firm
MCGOVERN FINANCIAL ADVISORS, LLC
MCGOVERN FINANCIAL ADVISORS, LLC
CRD#: 197514 / SEC#:
New Jersey
Registered Investment Advisory firm - (7/21/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Westfield, NJ
Mailing Address
Phone number
(908) 789-9462
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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