Financial advisors Michael Gennawey, Ryan Gallo champion technology adoption at national industry conference
BOSTON, MA (September 23, 2019) — Michael Gennawey and Ryan Gallo of Investment Services—located at the Anaheim Hills, CA-based Credit Union of Southern California—recently attended LPL Financial’s Focus 2019 Conference in San Diego, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL.
During the conference Gennawey and Gallo joined a select group of LPL Financial advisors and staff to share best practices and help connect other advisors to technology solutions that can help them more efficiently and effectively manage their practices.
More than 4,000 independent financial advisors attended this year’s Focus, held Aug. 18-20, to learn new strategies and skills, hear from industry leaders on a variety of topics, network with peers, and discuss trends in the financial advice space. As Technology Champions, Gennawey and Gallo joined LPL technology leaders in providing hands-on training and participated in “Ask the Technology Expert” sessions.
“These advisors were hand-selected for being early technology adopters and advocates for the value technology can bring to business operations. We thank these technology champions for their partnership and leadership, helping more advisors connect to LPL’s digital resources so they too can maximize the capacity of technology to move their businesses forward,” said Burt White, LPL Financial managing director, Investor and Investment Solutions.
“Operating a digital and systematic practice is key to effective business management, saving us time while also creating a better experience for our clients,” Gennewey said. “It was an honor to share my experience with other advisors and show them tangible ways that technology can empower their practice.”
“Operating a digital and systematic practice is key to effective business management, saving us time while also creating a better experience for our clients,” Gallo said. “It was an honor to share my experience with other advisors and show them tangible ways that technology can empower their practice.”
Gennawey is based in Orange County, CA and provides holistic financial planning and wealth management services specializing in retirement planning and custom crafted investment portfolios. Gallo is based in Whittier, CA and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, and more.
Gennawey and Gallo are affiliated with LPL Financial, the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2019) and a leader in the retail financial advice market. LPL provides technology, resources and innovative business solutions to support advisors in their work to enrich their clients’ financial lives.
Michael Gennawey.
Ryan Gallo.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
LPL and its affiliated companies provide financial services only from the United States.
About Michael Gennawey
Michael Gennawey is a Registered Representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Credit Union of Southern California deposits and are not NCUA insured. These products are not obligations of the Credit Union of Southern California and are not endorsed, recommended or guaranteed by Credit Union of Southern California or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. For more information contact Michael Gennawey, (714) 671-2743, MGennawey@CUSoCal.org
About Ryan Gallo
Ryan Gallo is a Registered Representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Credit Union of Southern California deposits and are not NCUA insured. These products are not obligations of the Credit Union of Southern California and are not endorsed, recommended or guaranteed by Credit Union of Southern California or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. For more information contact Ryan Gallo, 562-365-1860, RGallo@CUSoCal.org
