Matthew Pisera

Employer firm

Generational Financial Partners, LLC CRD 343503

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 04/2020
  New York Life Insurance Co
  Sleepy Hollow, NY
• 06/2020 → 08/2026
  Nylife Securities Llc
  Maitland, FL
• 04/2020 → 08/2026
  New York Life Insurance Co
  Maitland, FL
• 09/2020 → 08/2026
  Eagle Strategies Llc
  Maitland, FL
• 03/2021 → Present
  Aether Financial Group, Llc
  Winter Park, FL
• 09/2021 → 08/2026
  Generational Financial Partners Llc
  Winter Park, FL
• 04/2023 → 08/2026
  Mahoney Financial Organization, Llc
  Winter Park, FL
• 04/2023 → Present
  Montgomery County Recreation
  Rockville, MD
• 04/2025 → 08/2026
  M&A Executive Benefit Insurance Solutions, Llc
  Winter Park, FL
• 08/2026 → Present
  Generational Financial Partners, Llc
  Atlanta, GA

Previous Registrations

• 2016-10-26 → 2020-04-01
  Eagle Strategies Llc
  Sleepy Hollow, NY
  New York, NY
  Orlando, FL

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 147 E Lyman Ave, Suite E, Winter Park, FL 32789; Start Date 07/2020; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AETHER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WINTER PARK, FL; START DATE: 03/2021] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WINTER PARK, FL; START DATE: 09/2021] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WINTER PARK FL; START DATE: 04/2023] [Kennedy Shriver Aquatic Center; Swim Instructor. Providing swim instruction and classes for community aquatic center; 5900 Executive Blvd, Rockville, MD 20852; Start Date 05/2023; Role/Title: Employee; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WINTER PARK FL; START DATE: 04/2025] [CFP Exam Development Advisory Group; I have been invited to participate as a volunteer writer/collaborator for the CFP(R) Exam Development Advisory Group. I will be working within the advisory group to help develop CFP exam questions and provide feedback on the direction for new CFPs; 1425 K St NW #800 WASHINGTON, DC 20005; Start Date 06/2025; Role/Title: Volunteer; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; I will be working with a group of other CFP professionals to develop exam questions for future CFP testing and providing my perspective on how those questions translate to the career of CFP professionals. This would be limited to about 4 days of total involvement throughout June 2025]

Exams

• S66 Uniform Combined State Law Examination
  2016-10-24
• S63 Uniform Securities Agent State Law Examination
  2013-11-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew Patrick Pisera