GEN Financial Management, Inc. is an independent, fee-only financial planning and investment management firm based in San Diego, California. Established with a mission to provide objective, client-centered advice, the company operates as a fiduciary, prioritizing the best interests of its clients. They specialize in comprehensive financial planning, wealth management, investment management, and retirement planning for individuals and families, helping them navigate complex financial landscapes to achieve their long-term goals.

Founded in

United States