GenFi 360 exists to guide you through personalized insurance and financial plans. We work with top carriers to find coverage that fits your needs and your budget — so your family's financial security isn't left to chance.
About GenFi 360
GenFi 360 exists to guide you through personalized insurance and financial plans. We work with top carriers to find coverage that fits your needs and your budget — so your family's financial security isn't left to chance.
Phil's career spans three decades of financial evolution, from mid-90s institutional trading in San Francisco to senior advisory roles at Merrill Lynch. By blending hands-on trading experience with a client-centric approach, he provides GenFi 360 clients with the sophisticated investment strategies and guidance needed to secure their financial legacies.