Making a positive difference in people’s lives by helping them feel confident about their finances is very important to Gene. When a client has a financial plan, it empowers them to focus on the things that they really care about. Helping clients develop their own plan gives him a strong sense of professional satisfaction and he has been doing so for over 23 years. Gene earned his bachelor’s degree from the University of California, Davis and majored in International Relations while minoring in Managerial Economics. He completed his Accredited Investment Fiduciary® course work from Fi360 Global Fiduciary Insights; his CERTIFIED FINANCIAL PLANNER™ (CFP®) course work from the University of