
What We Do
Creating strategies to help Generate, Protect & Transfer Wealth
Our SIMPLE™ Approach
Finance can be confusing. Our proprietary process is the modern approach to financial planning designed to replace the outdated, generic, cumbersome models. Financial Planning shouldn’t feel overwhelming. We make it SIMPLE™.
WHO WE SERVE
Helping Create Generational Wealth and Opportunity
Our mission is to guide you through the journey of creating generational wealth and seizing opportunities that ensure a prosperous future for you and your loved ones. Whether you're planning for your family's future, optimizing your business, or strategizing your investments, we provide the insights and tools you need to succeed.
In today's ever-changing world, planning for your family's future is more important than ever. Our resources and expert advice are tailored to help families secure financial stability and peace of mind.
From estate planning and saving for college to building a robust retirement plan, we offer comprehensive guidance to ensure your family's prosperity for generations to come.
Discover how you can start building a solid foundation for your family's future today.
As a business owner, maximizing your company's potential is key to creating wealth and opportunities.
Our platform provides strategic insights and practical solutions to help you optimize operations, enhance profitability, and foster sustainable growth.
Whether you're seeking to expand your market reach, improve efficiency, or innovate your business model, we offer the expertise and tools to help you achieve your goals.
Explore how you can elevate your business to new heights and secure a prosperous future.
Investing wisely is a cornerstone of building wealth and seizing opportunities. Our resources are designed to help investors like you develop strategic plans that align with your financial goals.
From diversifying your portfolio and understanding market trends to identifying high-growth opportunities, we provide the knowledge and support you need to grow your investments.
Learn how you can make informed decisions and navigate the financial landscape with confidence to achieve long-term success.
With Offices in South Florida & Tampa
Who We Are
Branden Schiralli, CPWA®,CEPA®
Chief Executive Officer & Wealth Planner
Branden C. Schiralli is the CEO and Founder of Generational Wealth™, a comprehensive wealth management firm headquartered in Palm Beach Gardens. He leads a high-performance team specializing in customized financial planning, advanced wealth strategies, and institutional-grade investment management for families, executives, and business owners.
Recognized for his industry leadership and impact, Schiralli has earned numerous distinctions, including Financial Planner of the Year and Investment Manager of the Year. He is a lifetime member of the prestigious Million Dollar Round Table (MDRT) at the Top of the Table level—an honor reserved for the top 2% of financial professionals globally. His thought leadership has been featured in Round the Table Magazine, MDRT’s global publications, blogs, and podcasts. Branden has also served as a keynote speaker at MDRT Conferences and at the Annual Conference of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA additionally recognized him as Top Advisor in Florida and Top 4 Under 40 for excellence in leadership and professional achievement.
Branden holds the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business, a Certificate in Financial Planning from New York University, and a Certificate in Business Negotiations from the University of Notre Dame. He also earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. A former student-athlete, Schiralli graduated with dual degrees in Business and Speech Communications from the University of South Florida.
He maintains fiduciary responsibility and is licensed with the FINRA Series 7, Series 66, and 2-15 Insurance credentials.
His leadership experience extends well beyond his firm. Branden is Past President of NAIFA–Palm Beaches and the Executives Association of the Palm Beaches, and serves as President of Cardinal Newman High School’s Varsity Alumni Organization. He is the current Chair of the Exec’s Economic Forum and the Founder and Chair of The Roundtable™, an annual executive and economic forum. He also serves on Cardinal Newman’s Athletic Committee, remains an active member of USF’s Football Alumni group, and supports a number of local veterans organizations through philanthropic initiatives.
Branden resides in Palm Beach Gardens, Florida, with his wife Payton.
Eugene Rodriguez, CFP®
Chief Growth Officer & Wealth Planner
Eugene L. Rodriguez is a CERTIFIED FINANCIAL PLANNER® and Chief Growth Officer at Generational Wealth™. With a deep commitment to financial excellence, Eugene specializes in wealth management, providing tailored financial solutions that help clients achieve long-term financial security.
Generational Wealth is dedicated to creating customized financial plans, offering expertise in retirement strategies, portfolio management, tax reduction strategies, and insurance planning. With a client-first approach, Eugene ensures individuals, families, and business owners have a clear and strategic path to building and preserving their wealth across generations.
Beyond his professional success, Eugene is passionate about giving back to the community. He has been actively involved with Make-A-Wish and Gigi’s Playhouse charities, making a meaningful impact on the lives of children and families. His dedication to excellence was recognized in 2010, when he received the prestigious Top Four Advisors Under 40 award, presented by the National Association of Insurance and Financial Advisors (NAIFA).
Eugene is a proud graduate of the University of Alabama at Birmingham, where he was a student-athlete. As the captain of the baseball team, he played catcher, demonstrating leadership and dedication that continue to define his professional and personal life.
Eugene and his wife, Candice, reside in Tampa with their three daughters, Demi, Scottie, and Sevi. He is an avid golfer and enjoys coaching his daughters’ flag football team, sharing his passion for sports and mentorship.
Jason Bulinski, CFA, MBA
Chief Investment Officer
Jason Bulinski, CFA, serves as the Chief Investment Officer of Generational Wealth™. He leads the firm’s investment strategy, portfolio management, and risk oversight across both client and institutional portfolios. Known for his disciplined yet dynamic investment approach, Jason brings a rare blend of experience across fundamental, quantitative, and macro investing.
Prior to joining Generational Wealth™, Jason founded Five Dimensions Investment Management, a specialty investment boutique and registered investment advisor launched in 2022. There, he oversaw portfolio construction, optimization, and strategic positioning for both high-net-worth and institutional clients.
Jason previously served as Chief Investment Officer of First Midwest Bank & Trust’s $15 billion Wealth Management division, where he delivered some of the strongest performance in the bank’s 50-year history. Over his tenure, he directed strategic and tactical allocation shifts, managed a diverse team of portfolio managers, traders, and trust officers, and oversaw a suite of institutional strategies—including a global long/short strategy, mid-cap equity, small-cap equity, global tactical multi-asset, and multiple intermediate fixed income portfolios (taxable and tax-exempt).
Before First Midwest, Jason held investment roles at a Chicago-based hedge fund and at BMO Global Asset Management, where he was part of the firm’s elite PhD-led quantitative strategies group. His multi-disciplinary training includes mentorship from prominent Chicago money managers with MIT and Harvard backgrounds, and hands-on experience across all three investment disciplines: fundamental analysis, macroeconomic strategy, and shareholder activism.
Jason earned both his Bachelor’s in Accounting and MBA in Finance with highest honors from DePaul University, where he also co-managed the university’s endowment fund—outperforming benchmarks and prompting him to exit his master’s in taxation program early. He holds a Series 65 license and is a Chartered Financial Analyst® (CFA) charter holder.
Jason lives in Florida with his wife and child.
Dr. Jason Heller Ph.D., CFP®, RICP®, CIMA®, MSFS
Chief Operations Officer & Wealth Planner
Dr. Jason Heller is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Operations Officer at Generational Wealth.
Jason holds 34 designations and received his Ph.D.® at the American College (’20) for financial and retirement planning. He also has two master’s degrees in financial services from the Institute of Business & Finance (’05) and the American College (’16).
As a Wealth Planner and an Investment Specialist, he plays a critical role at Generational Wealth. Jason’s expertise includes the development and implementation of strategies to help clients achieve their goals of growing, preserving, and transferring their wealth
Prior to joining the firm, Jason had worked as an Investment Specialist with Guardian Life Insurance and managed his own private practice for several years. In 2007, Guardian named Jason National Investment Specialist of the year.
Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. Jason is married to Jessica and they live in Ft. Lauderdale with their two children, Cameran and Jackson. A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”
Our Resource Library
A proactive financial advisory firm committed to partnering with clients to uncover strategic insights, create unique financial visuals, and maximize value.