# MY FINANCIAL PLANNER, LLC

MY FINANCIAL PLANNER, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** myfinancialplanner.com
- **LinkedIn:** https://www.linkedin.com/company/stephaniegenkin

## Regulatory record

- **CRD number:** 283934
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283934

## About

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.

## Sectors

- Financial Services

## Questions

### 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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Last updated: 2026-08-10T23:49:37.812Z

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