GEN Financial Management, Inc. Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

GEN Financial is a group of diverse individuals, all skilled in financial management with the same determination to work as a team to exceed our clients’ goals and expectations. We are an independent, fee-only advisory firm. 

Since 1998, we have helped our clients reach their financial goals with high-quality, objective financial advice. We offer personal financial planning, investment management and retirement services to a select group of entrepreneurs, business owners, and retirees.

We have a simple philosophy: We craft custom solutions that create success for our clients because every client has unique needs, goals and dreams.

Flexibility is fundamental in our approach. We constantly monitor and re-evaluate your plan — making changes as needed — to ensure your plan keeps pace with your changing needs in life.

Find GEN Financial Management, Inc. employees' phone numbers or email addresses

GEN Financial Management, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

GEN Financial Management, Inc.'s Leadership

  • Stylized image of a person
    E. C. M.
    President
    Phone icon
  • Stylized image of a person
    L. H.
    Operations Manager
    Phone icon
  • Stylized image of a person
    B. V.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    C. H.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    J. R.
    Financial Planning Analyst
    Phone icon
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    L. S.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    P. E.
    Investment Advisor
    Phone icon

GEN Financial Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from GEN Financial Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. C. M.
    President
    Phone icon
    United StatesMinnesota
    Jan 21, 2026
  • Stylized image of a person
    L. H.
    Operations Manager
    Phone icon
    United StatesMinnesota
    Jan 21, 2026
  • Stylized image of a person
    B. V.
    Financial Advisor
    Phone icon
    United StatesMinnesota
    Jan 21, 2026
  • Stylized image of a person
    C. H.
    Client Service Associate
    Phone icon
    United StatesMinnesota
    Jan 21, 2026
  • Stylized image of a person
    J. R.
    Financial Planning Analyst
    Phone icon
    United StatesMinnesota
    Feb 17, 2026
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
    United StatesMinnesota
    Jan 21, 2026
  • Stylized image of a person
    L. S.
    Client Service Associate
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    P. E.
    Investment Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. W.
    Client Service Representative
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. G.
    Executive Administrative Assistant
    Phone icon
    United StatesMinnesota
    Jan 21, 2026

Frequently Asked Questions

What is GEN Financial Management, Inc. known for?

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GEN Financial Management, Inc. was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 10800 Old County Road 15 Suite 200 Plymouth, Minnesota United States; you can contact the main corporate office by phone at . Explore GEN Financial Management, Inc.'s company overview page for more information.

What is GEN Financial Management, Inc.'s most common email format?

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GEN Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GEN Financial Management, Inc. email formats with LeadIQ.

How many employees does GEN Financial Management, Inc. have currently?

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GEN Financial Management, Inc. has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are GEN Financial Management, Inc.'s key employees and leadership?

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As of February 2026, GEN Financial Management, Inc.'s key employees include:

  • President: E. C. M.
  • Operations Manager: L. H.
  • Financial Advisor: B. V.
  • Client Service Associate: C. H.
  • Financial Planning Analyst: J. R.

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