Stephanie Genkin is a CFP-designated registered investment advisor at My Financial Planner, LLC, based in Brooklyn, NY, with 3 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
My Financial Planner, LLC does not manage investments directly. Instead, the firm provides advice and recommendations, and clients are responsible for implementing them. Upon request, My Financial Planner can assist with implementation at their hourly rate.
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stephanie is an adjunct instructor at NYU's School of Professional Studies, teaching Investing Fundamentals since 2013. She teaches on Saturdays and does not devote any hours to this job during trading hours.
Employment History
Current Registrations
My Financial Planner, LLC
State Registrations1 state
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