Gene McManus, CPA, CFP® - Managing Partner, Financial Advisor at AP Wealth Management from do i need any certifications or qualifications for marquiz io Watch Video
Preview(s): Play Video: (Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)
Your browser does not support playing the video.Please download the video!
Description: As a founding partner of and advisor with AP Wealth Management, Gene serves as a fiduciary and trusted resource for the firm’s clients. This means that he will always act in the client’s best interest and does not have pressure to meet sales mandates or to serve any corporate initiatives. Gene and the AP Wealth team work to develop a complete financial picture using The Lifetime Financial Solution™, which is a unique process Gene developed to simplify clients’ financial lives.n n“As a