Gena Maier, CPFA
Senior Retirement Plan Coordinator
Gena’s role as Retirement Plan Coordinator is to support investment and education processes. She works with Retirement Plan Consultants from several different recordkeepers to obtain proposals and assists with the preparation of presentations. Gena also services current clients by processing paperwork, replying to inquiries, prepares plan reviews and plan specifications.
Prior to joining Quintes in 2017, Gena worked for a local Financial Planner for 11 years assisting with the investment, life insurance and estate planning areas of his practice. She was born and raised in San Jose and relocated to Monterey County in 1999. Gena enjoys hiking and photography and can be found on a trail when she has free time.