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Steven Gensler, CFP®, MBA, MSBA

Steven Gensler, CFP®, MBA, MSBA

Vice President, Financial Planning Group

  • Steve is responsible for the training and future enhancements of WealthVision as well as assisting LPL representatives with case design and illustrations
  • Prior to joining LPL's home office in June of 2006, Steve was an LPL registered representative for over 5 years. As an LPL OSJ he was responsible for overseeing eleven Advisors and the compliance oversight of several successful FIS programs
  • As a lifelong student Steve has earned a BS in Psychology, an MBA, a Graduate Certificate in Personal Financial Planning, an MBSA: Financial and Tax Planning, and a Graduate Certificate in Human Resource Management. He is CFP® Practitioner and is NASD securities licensed 7, 66, and 24 as well as SC Life insurance