Broker Check

Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement planning and distribution strategies
  • Estate conservation issues
  • College Funding
  • Insurance (Life, Long-Term Care, Disability)

We also can answer your questions, including:

  • What are the elements of a sound investment strategy?
  • Are my investments working hard enough?  Am I getting value?
  • Can I retire early?  Do I have enough money set aside?
  • Will I be able to leave money to my family/charity?
  • What’s the best approach for college savings?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Michael P. Leanza, CFP®

Founder and President, Chief Compliance Officer

973-761-0400

973-761-1558

GenWealth was founded by Michael P. Leanza, a CERTIFIED FINANCIAL PLANNER™ professional with nearly 25 years of wealth-management experience. As our chief financial strategist, Michael personally sets investment plans for each...

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Cherie Leanza

Vice President, Marketing and Business Development

973-761-0400

973-761-1558

After nearly 20 years in marketing within the pharmaceutical industry, Cherie transferred her skills to the world of finance.

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Kimberly Di Blasi

Chief Operations Officer

973-761-0400

973-761-1558

Kim has more than 15 years of experience in the financial services industry with a strong background in operations and client services. She is the lead on client account operations and oversees firm compliance. She is also a duly...

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Braden Schipke, CFP®

Financial Planner

973-761-0400

973-761-1558

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ professional at The GenWealth Group. In this role, he is responsible for all aspects of the financial planning process.

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Kristen Blair

Office Manager

973-761-0400

973-761-1559

Kristen brings deep organizational expertise to our firm. Having held multiple Executive Assistant positons prior to joining us, she helps us run a tight ship!

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Nicole Casella

Client Service Associate

973-761-0400

973-761-1558

Nicole is responsible for client service and operational support. She brings nearly 15 years’ experience in financial services and holds Securities License Series 7 and Series 63 through LPL Financial.

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