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Meet Our Team

Geoffrey Palenik

Geoffrey Palenik, CFP®

Wealth Advisor

310-743-5062

Kevin Burns

Kevin Burns

Wealth Advisor

310-889-8647

McKensie Badal

McKensie Badal

Wealth Advisor

602-882-7482

Alex Choi

Alex Choi

Wealth Advisor and Manager of Operations

213-434-5097

270-606-7569

Cole Teague

Cole Teague

Business Development Manager

(626) 613-7394

Alyssa Jenkins

Alyssa Jenkins

Client Relationship Officer

310.913.2915

270-606-7569

Dina Jimenez Earl

Dina Jimenez Earl

Client Relationship Officer

310-625-5089

310-625-5089

 Financial Strategy: It's In Our DNA


We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Genesis Wealth Partners, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

Get Started today!

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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DOES MY PORTFOLIO FIT ME?

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Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

Quotes We Live By

"Plans are worthless, but planning is everything."

-Dwight D. Eisenhower

"Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it."

-Albert Einstein

"Being rich is having money; being wealthy is having time"

-Margaret Bonnano

Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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