Updated:Aug 10, 2026

MY FINANCIAL PLANNER, LLC

MY FINANCIAL PLANNER, LLC is a state-registered investment adviser in BROOKLYN, NY. It has 1 employee and 1 investment adviser. The firm is based in BROOKLYN,...

MY FINANCIAL PLANNER, LLC

MY FINANCIAL PLANNER, LLC is a state-registered investment adviser in BROOKLYN, NY. It has 1 employee and 1 investment adviser. The firm is based in BROOKLYN, NY.

Website

myfinancialplanner.com

linkedin.com/company/stephaniegenkin

General information

Firm type

RIA

Sector focus

Financial Services

What services does MY FINANCIAL PLANNER, LLC offer?

The firm provides financial planning and investment management services, including retirement planning, tax strategy, estate planning, and portfolio management for individuals and families (per the firm's regulatory filings).

Is MY FINANCIAL PLANNER, LLC a registered investment adviser?

Yes, the firm is registered as an RIA with state or SEC oversight, which imposes fiduciary duties on the firm to act in clients' best interests (public record).

Who owns MY FINANCIAL PLANNER, LLC?

Ownership details are not public. The firm is structured as a limited liability company, typical for advisory practices, but principals are not named in available sources.

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