We are not your father’s financial advisor. We are different. We help people in their twenties and thirties make smart financial decisions. We help our clients make smart financial decisions early in their lives, which can have a profound impact later in their lives.
If you find yourself asking questions like… Will I ever be able to buy a home? How much does a wedding really cost? These kids are expensive, why don’t I have any money for anything else? What is a 401(k)? How do I make money in the stock market? Can I quit my job and just travel for a while? …then we can help!
We work with you to understand what’s important to you and then create a financial life plan to accomplish that. We become your financial coach, keep you on track, and help you avoid life’s potential “potholes”.
Where Did We Come From?
Over the years, many of our peers have asked us for financial pointers. Finding unbiased, non-sales oriented advice can be difficult and expensive. Our parent company, Donnelly Wealth Advisors, Inc., is a financial planning firm that provides quality advice, but focuses on pre-retirees and retirees.
Although the finances of many people in their twenties and thirties may not be as complex as a 65 year-old retiring couple, many still have questions and goals that deserve a true financial plan. Recognizing this, we started GenVest Planning, a firm focused on providing unbiased advice to younger professionals and families.
Donnelly Wealth Advisors is a Fee-Only, SEC Registered Investment Advisor. For more information please click here.
Adam N. Werner, CFP®
Financial Life Planner
I’ve been keeping track of my expenses, income, and investments since I was 14 years old. Some might call that unusual, but I loved the ability to save for big purchases and watch my investments grow. I always thought I wanted to be a teacher, but my interest in finance pulled me closer to the investment world.
GenVest Planning is a happy medium where I can educate individuals and families to make sound financial decisions. I personally feel accomplished when I can provide financial advice that sets my clients up for a life of financial success and opportunity.
Professionally, I began working at Donnelly Wealth Advisors, Inc. as an intern while attending San Diego State University. I graduated in 2009 and joined the team full-time. I am a Certified Financial Planner® and one of the lead advisors at GenVest Planning.
I grew up in Sacramento, California and spent much of my youth playing sports and camping in the Sierra Nevada Mountains as a Boy Scout. I am an Eagle Scout and still actively enjoy backpacking, rock climbing, snowboarding, and sailing.
Garrett N. Carter, CFP®
Growing up I would hear my parents complaining about their money problems. While this may be a common problem among many families, both of my parents had stable, well-paying jobs. I thought to myself, how can money cause this much stress and anguish?
As I got older I realized that my parents were not smart with their money. They never thought about big purchases, never saved any excess money, and didn’t do their due diligence when buying a house or insurance.
All of these mistakes led to a life filled with worry and debt. Now that they are approaching retirement age, retirement is nowhere in sight. While they should be reaching their Golden Years, they are instead weighed down by years of bad financial decisions.
That was when I realized that I wanted to help people like my parents. I wanted to help prevent these financial blunders and allow people to live a financially free life. I began working for Donnelly Wealth Advisors while earning my MSBA at San Diego State University. I recently received my Certified Financial Planner® Certification.
I spend most of my time outdoors, at the beach, or playing sports.