A complete list of active advisors currently associated with My Financial Planner, LLC

Warmer can help you find a great advisor at My Financial Planner, LLC or one who fits your needs even better.

My Financial Planner provides fee-only financial planning, investment advising, and money coaching to individuals, couples, families, trusts, and estates. Services range from comprehensive written financial plans to hourly engagements and targeted offerings such as money-coaching sessions, a two-hour Jump$tart program for young professionals with debt, divorce financial analysis, and financial therapy. The firm operates as an advice-only practice and does not provide discretionary portfolio management, custody, or execute trades for clients; implementation of investment recommendations is the client’s responsibility (implementation help is available on an hourly basis). Recommendations prioritize cost and tax efficiency—favoring low-cost index funds and ETFs, asset-location strategies, and tax-aware portfolio choices—while acknowledging market and other investment risks. Distinctive features include regular educational programming and public workshops, plus periodic teaching and presentation roles at universities and community organizations that complement client work. The principal’s cross-disciplinary credentials in financial planning, financial therapy, transition planning, and divorce financial analysis, together with an explicit avoidance of percentage-of-AUM compensation, differentiate the firm from many independent peers.

To learn more about the advisors currently working at My Financial Planner, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stephanie Genkin	Brooklyn, NY	4

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support