GenFocus Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for GenFocus Wealth Advisors
Team photo for GenFocus Wealth Advisors

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Advisors

Advisor photo for Christopher Bastos

Christopher Bastos

MSFS

Financial Advisor

Financial Planning Specialist
Visit Christopher Bastos's website
Advisor photo for Jason Schum

Jason Schum

APMA

Financial Advisor

Visit Jason Schum's website
Advisor photo for Mark Anderson

Mark Anderson

Financial Advisor

Visit Mark Anderson's website
Advisor photo for Jason Grosso

Jason Grosso

Financial Advisor

Visit Jason Grosso's website
Advisor photo for Robert Esterman

Robert Esterman

ChFC®, CLTC®, CFS®, APMA, ChSNC®

Private Wealth Advisor

Visit Robert Esterman's website
Advisor photo for Larry R Schneider

Larry R Schneider

CFP®, ChFC®, JD

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Larry R Schneider's website


Team

Trish Spadea

Trish Spadea

Assistant

Amy Peek-Berezin

Amy Peek-Berezin

Paraplanner

Dana LaBella

Executive Assistant

Christina Higgins

Christina Higgins

Client Service Coordinator

Susan Venafro

Susan Venafro

Client Service Coordinator

Mireille Hullings

Mireille Hullings

Financial Planning Specialist

Qualifications

  • CRPC®,CMFC®

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Yichen Hua

Yichen Hua

Client Service Coordinator