Newsroom (Public)

Michael Gennawey - A Balancing Act

Michael Gennawey, program manager and financial advisor at SoCal Wealth Management, enjoys educating his clients about investment management, expectations, and how financial planning works to help them achieve their financial goals.
“We take a financial planning approach to investment management and quote management,” he says. “It helps solidify the relationship with that client so that it doesn't really matter what happens in their life—they want you to be there for them.”

Read the full article here:
https://www.preview.lpl.com/newsroom/read/advisor-showcase-the-benefits-of-a-personable-holistic-approach-to-financial-planning.html