Gene Nazelrod

Eugene D. Nazelrod, Founder

Gene’s professional certifications and licenses include being a Certified Financial Planner™ (CFP®), a Certified Public Accountant (CPA), holding a Series 7 Securities License (as a registered representative of LaSalle St. Securities), and holding Insurance Licenses for the Life and Health Insurance lines. Gene’s educational background includes a Masters of Business Administration (M.B.A.) Degree concentrating in Finance and Accounting, and a Bachelor of Science degree in Finance.

Gene assists clients in pursuing their goals through the application of multiple financial disciplines. These areas include tax planning and preparation, accounting and business planning, estate planning, retirement planning, insurance services, and investment analysis, recommendation, and implementation. Currently, Gene is a member of the Financial Planning Association (FPA).

Gene’s professional career has included the positions of Vice President, General Manager, and Chief Financial Officer for companies in the publishing industry. Gene’s background also includes management positions in the health care and investment banking industries, as well as the position of Assistant Professor of Accounting on the adjunct faculty of Towson University.

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