Steve Gensler MBA, MSBA, CFP®
Chief Innovation Officer with IAA
The former VP of Financial Planning and VP of Product Management at LPL Financial, Steve works to help us implement the technology, education, and resources to help our clients navigate an ever-changing world.
Steve oversees the Strategic Solutions team and works with them to implement new programs, products, and services – including marketing, portfolio management, insurance, and financial planning.
Steve is employed with IAA, Independent Advisor Alliance.