Gene Tannenbaum

Gene Tannenbaum

1133 Freedom Plains Road • Suite D • Lagrange NY 12540

Gene’s career began 30 years ago in NYC with one of our nation’s largest and most respected investment companies, Dean Witter. As a financial consultant he partnered with some of the country’s leading financial product manufactures, bringing principled investment strategies to his clients.

In 1992, he changed paths by joining Prudential, one of America’s largest insurance companies. He served individuals and local business owner’s insurance and annuity needs as an agent. After one year in that role, he got promoted to various leadership roles, where he earned Sales Manager of the year as well as other prominent awards within the company and the industry as a whole. In 1999, he went to Guardian Insurance in the role of General Agent, there his agency he ran won many prestigious awards for growth and production such as GAMA’s Platinum Award as well as numerous others.

As result of these experience’s Gene learned the importance of bringing independent guidance to those who had entrusted him with their financial well-being, such as clients and financial advisors that he coached, he created his own independent wealth management firm – National Wealth Network, LLC in 2005. Since the inception of the firm he has transposed his large firm experiences and personalized them for his current clients and network of advisors.

Today the National Wealth Network team has a network of over 30 advisors though NY, NJ, CT ,MA, NH and FL. They serve over 10,000 clients and manage over a Billion dollars in assets.

Gene earned his Bachelor’s Degree in Psychology at Brooklyn College. He holds his Series 7, 24, 63 FINRA registrations, as well as his life, accident & health insurance and Property and Casualty licenses. He has received the distinguished honors of membership into Woodbury’s Zenith club and has been recognized as a leading organization numerous times as well as induction into the prestigious Million Dollar Round Table.

In his personal life Gene enjoys spending time with his three boys, Michael, Robert and Brian and his wife of 25 years, Colleen. They love to travel to new adventures.

Phone 845.724.1259