Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gene P
Series 66
Phoenix, AZ
Xcelsior Advisor Partners LLC
Gene Pucci is a financial advisor with Xcelsior Advisor Partners LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Robert W. Baird & Co., Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. He also serves as National Director of Operations for Excelsior Advisor Network LLC and acts as a registered representative with The Leaders Group, focusing on variable annuities. Xcelsior Advisor Partners LLC is an SEC-registered advisory team of about 18 advisors managing approximately $650.7 million for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a range of investment strategies integrating fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters