Genie Lebay-Short, CF2

About Genie Lebay-Short

Genie LeBay Short helps clients build financial confidence through clear investment guidance and personalized retirement planning. As a Certified Financial Fiduciary (CFF), she brings a client first philosophy to every relationship, ensuring her recommendations are grounded in transparency, education, and long term trust.

Genie entered the financial industry in 1988 through banking, gaining early experience in financial operations, client relationships, and sound financial practices. Her career began in her hometown of San Francisco and grew into management roles across multiple states, giving her a broad, real world understanding of how financial decisions impact individuals and families. Over the years, both her professional background and her life experience have shaped a practical, empathetic advisory approach that meets clients where they are and helps them move forward with clarity.

She partners closely with individuals and families to design investment and retirement strategies that support long term growth, stability, and financial independence. In addition to her core focus, Genie provides college planning and estate related financial guidance as part of a holistic approach, giving clients well rounded support as they navigate major life milestones and future legacy needs.

Genie is also deeply committed to her community. She volunteers her time to promote financial literacy, and has supported several local organizations, churches, and community groups with financial education and guidance.

Clients appreciate Genie’s warm professionalism, her ability to make complex financial decisions feel manageable, and her commitment to staying connected as their financial lives evolve.