MML Investors Services
42yrs
Top advisor by experience in Redwood City
15yrs
Gen Tri
Financial advisor at Strategic Advisers
Gen Tri is a fiduciary financial advisor in Redwood City, California, with 15 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, Gen joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 107 advisors with offices in Redwood City, and one of 92 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficeRedwood City, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
Contact Gen
(617) 563-7000Firm headquarters in Boston, MA. Ask for Gen. Redwood City, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gen
Tailored to Gen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gen
How do I contact Gen?
Call Strategic Advisers at (617) 563-7000 and ask for Gen Tri. Gen works from the Redwood City, CA office.
How long has Gen been a financial advisor?
Gen has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Gen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gen a fiduciary?
Gen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gen paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Gen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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