Our Story

At GenFi360, we are dedicated to guiding you through personalized insurance and financial plans. Our experienced team works with top carriers to find coverage that fits your needs and budget, ensuring your family's financial security.

Phil’s career spans three decades of financial evolution, from mid-90s institutional trading in San Francisco to senior advisory roles at Merrill Lynch. By blending hands-on trading experience with a client-centric approach, he provides GenFi360 clients with the sophisticated investment strategies and guidance needed to secure their financial legacies.