GenFi 360 builds insurance and financial plans around you. We work with established carriers to find coverage that fits your needs and your budget, so nobody in your family is left working out what to do next.
About GenFi 360
GenFi 360 builds insurance and financial plans around you. We work with established carriers to find coverage that fits your needs and your budget, so nobody in your family is left working out what to do next.
Phil spent three decades in finance, from mid-90s institutional trading in San Francisco to senior advisory roles at Merrill Lynch. He brings that trading floor experience to GenFi 360 clients and builds the plans that protect what they pass on.