Matthew Pisera
Investment adviser representative at Generational Financial Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Montgomery County RecreationApr 2023 to now
- Generational Financial Partners, LLCSep 2021 to now
- Aether Financial Group, LLCMar 2021 to now
- M&a Executive Benefit Insurance Solutions, LLCApr 2025 to Aug 2026
- Mahoney Financial Organization, LLCApr 2023 to Aug 2026
- Eagle Strategies LLCSep 2020 to Aug 2026
- Nylife Securities LLCJun 2020 to Aug 2026
- New York Life Insurance CoNov 2015 to Aug 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
Generational Financial Partners, LLC
$0Assets managed
0Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6234742
- Firm CRD
- 343503