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Henry K

Series 63, Series 65

Belvedere, CA

OSAIC

Henry Korngut is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Pacific Wealth Group Inc. Outside of his advisory work, Korngut serves as treasurer and board member for Valley Girls Softball and is the managing director and sole owner of Golden Gate Financial Partners. He is also involved in divorce financial resolution services and acts as an independent insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools and multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Leo B

Series 66

Belvedere, CA

OSAIC

Leo Boyle is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has prior roles including positions at Nugget Markets and Center of Effort. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs various tools, including asset-allocation models and automated rebalancing, to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory K

Series 63, Series 65

Belvedere, CA

OSAIC

Gregory Korngut is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services and AXA Advisors. His outside activities include serving as an advisor for True Legacy Capital, focusing on fixed insurance products. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charities through a wide network of advisers and advisory platforms. The firm employs varied investment strategies and third-party services to provide integrated brokerage, advisory, and portfolio management solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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