Gene McGovern

MBA, CFP®
Personal Finance, Retirement, Investing
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“As founder and principal of his firm, Gene McGovern provides fee-only financial planning and investment advisory services, focusing on retirement income planning and issues related to approaching or being in retirement.”
Firm:

McGovern Financial Advisors, LLC

Job Title:

Principal

Biography:

Gene McGovern is a former CEO, now enjoying a second career as the founder and managing member of McGovern Financial Advisors. He is also an adjunct faculty member at Fairleigh Dickinson University in New Jersey, where he teaches several courses to professionals seeking the Certified Financial Planner™ certification, including retirement planning and estate planning.

Gene holds a B.A. in English from Yale University and an MBA in Taxation from New York University. He completed the Financial Planning Certificate Program at Fairleigh Dickinson University, where he now teaches, and passed the rigorous Certified Financial Planner™ Examination administered by the CFP® Board. He also passed the Series 65 Uniform Investment Adviser Law Examination, and his firm is a Registered Investment Advisor in the State of New Jersey.

Before founding McGovern Financial Advisors, Gene enjoyed a 30-year career in professional law and tax publishing. Among the positions he held were senior vice president at online legal publisher LexisNexis, and vice president of tax and accounting publishing at CCH, a unit of global publisher Wolters Kluwer. He also served as CEO of Marquis Who’s Who LLC, publisher of the venerable Who’s Who in America.

Gene is a member of the National Association of Personal Financial Advisors, the country’s leading professional association of fee-only financial advisors, as well as the Financial Planning Association, the largest membership organization for CFP® professionals in the U.S.

Education:

BA, English, Yale University
MBA, Taxation, New York University

Fee Structure:

Fee-Only
Fixed
Hourly

CRD Number:

6486283

Disclaimer:

McGovern Financial Advisors, LLC (“McGovern Financial”) is a registered investment adviser in the State of New Jersey.  McGovern Financial will not solicit or accept business in any state in which it is not properly registered or qualified to conduct business under a state de minimis exemption.  The purpose of any and all content published by McGovern Financial on this web site is limited to disseminating general information about financial planning topics.  Any and all content published by McGovern Financial on this web site does not provide investment advice, and shall not be interpreted, directly or indirectly, as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by law.

 

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May 2018
    Debt, Financial Planning
April 2018
    Retirement Savings, Investing
September 2017
    Retirement Living, Social Security
December 2017
    College Tuition, Debt
February 2018
    Insurance, Lifestage Based Planning, Long-Term Care Insurance

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