How AI describes Stephanie Genkin

Stephanie Genkin, CFP, founded My Financial Planner, LLC, a Brooklyn-based fee-only Registered Investment Advisor that provides affordable, fiduciary financial planning services designed to be accessible to everyone. The firm emphasizes a client-centered, educational approach, guiding people through open conversations about money to organize resources, set short- and long-term goals (like paying down debt and saving for retirement), and produce clear, actionable steps. Positioned as an alternative to elitist wealth advisors, it focuses on the client’s story and goals rather than stock picking, offering advisory, coaching, and financial education to help clients build the resources to live the life they want.