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Stephanie Gail Genkin

Stephanie G. Genkin

MY FINANCIAL PLANNER
Brooklyn, NY
Some features on this profile are disabled
CRD#: 6649660
Stephanie Gail Genkin

Professional summary

Stephanie Gail Genkin, CFP®, who also goes by Stephanie Genkin, is a registered financial advisor currently at MY FINANCIAL PLANNER, LLC located in Brooklyn, New York.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephanie has worked at 1 firm .

Core Areas of Focus

Divorce Planning
Financial Psychology/Coaching
Generation X
Hourly
LGBT Couples and Families
Women's Financial Planning Issues

Biography

Stephanie is an adjunct instructor at NYU. She also offers lively personal finance classes at Brooklyn Brainery. Companies, nonprofits and other groups in the New York City metro-area engage her services to facilitate personal finance workshops for their employees and members. Stephanie was an editorial producer at CNN for 15 years and worked with the network's Chief Business Correspondent. She holds a B.A. from the University of Wisconsin, Madison, and received masters degrees from the University of Oxford, St. Antony's College in the U.K. She was a Fulbright scholar.

Question & Answer

What are your service offerings?
Education Planning
Life Transitions
Debt Management
Inheritance
Investment Planning
Budgeting
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Stephanie Genkin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Gail Genkin'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®

Certified Financial Planner

Start date: 2015

Experience

Current

August 4, 2022 - Present

MY FINANCIAL PLANNER, LLC

RIA
CRD#: 283934
Brooklyn, NY

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 York
(8/4/2022)

Exams

Current Firm

MY FINANCIAL PLANNER, LLC
MY FINANCIAL PLANNER, LLC
MY FINANCIAL PLANNER, LLC

CRD#: 283934 / SEC#:

New York
Registered Investment Advisory firm - (6/27/2016 Approved)
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Contact information

Main Address
Brooklyn, NY
Mailing Address
594 Dean Street Office 2, Brooklyn, NY 11238
Phone number
(917) 991-1285
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

MY FINANCIAL PLANNER, LLC

MY FINANCIAL PLANNER, LLC

CRD#: 283934Brooklyn, NY

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