Advisors at this firm
Brandon A
CFP®, Series 66
Maplewood, NJ
The GenWealth Group, Inc.
Brandon Apisa is a CFP® professional with four years of industry experience. He is currently with The GenWealth Group, Inc., having previously worked at OmniGrowth Wealth Professionals and several other financial firms. Outside of finance, his background includes roles in real estate and hospitality. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment process, and offers tax-aware features alongside ongoing account reviews and written plans.
Braden S
CFP®, Series 63
Maplewood, NJ
The GenWealth Group, Inc.
Braden Schipke is a CFP® with 18 years of industry experience, currently serving at The GenWealth Group, Inc. since 2011. He previously worked at Purshe Kaplan Sterling Investments and LPL Financial LLC. Outside of his advisory role, he is Vice President and a board member of Family Connections, Inc., a nonprofit organization where he leads the development committee. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program using a Schwab platform. The firm incorporates ESG criteria in its investment decisions, offers tax-aware features, and conducts ongoing account reviews and written financial plans.
Kevin W
CFP®
Maplewood, NJ
The GenWealth Group, Inc.
Kevin Worley is a CFP® professional with three years of experience at The GenWealth Group, Inc., where he has worked since 2019. Prior to joining GenWealth, his background includes roles outside the financial industry. He is also a licensed insurance agent, providing accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, offering an ETF-based investment program through Schwab. The firm incorporates ESG criteria in its investment decisions and provides tax-aware, long- and short-term strategies alongside ongoing client reviews and written plans.
Michael L
CFP®, Series 63, Series 65
Maplewood, NJ
The GenWealth Group, Inc.
Michael Leanza is a CFP® with 32 years of industry experience, currently serving at The GenWealth Group, Inc. since 2010. He previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Leanza is also a licensed independent insurance agent involved in fixed insurance sales. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, employs socially responsible investing screens, and offers both long- and short-term strategies with regular account reviews.
Daniel O
CFP®, Series 65
Maplewood, NJ
The GenWealth Group, Inc.
Daniel O’halloran is a CFP® with three years of industry experience, currently serving as a financial advisor at The GenWealth Group, Inc. He previously worked at Emissary Wealth, Martlet Creative, Rodale Inc., and Robot Fondue. In addition to his advisory role, he is a licensed insurance agent specializing in accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment decisions, and offers tax-aware features alongside regular account reviews.
