Meet Our Team
Heather Story
President
heather@genesis-wealthplanning.com
With over 26 years of industry experience, Heather Story brings a wealth of knowledge and passion to her role as a Financial Advisor at Genesis Planning & Wealth Management. A native of Northern California, Heather graduated from...
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Cheryl Ciraulo
Branch Operations Manager
Cheryl Ciraulo brings a wealth of experience to her role at Genesis Planning & Wealth Management, with an impressive 27 years in administration and management. Originally from Walnut Creek, California, Cheryl earned her degree from...
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