-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor located within the Miami Coral Gables area. It is our ultimate goal to provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.
For more than 20 years, Mario Yngerto has followed...
Guadalupe Abril (CRD# 4581254) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 15 years of experience in the finance industry.
Frank Abston (CRD# 6574947) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Coral Gables, FL and has over 8 years of experience in the finance industry.
Gabriela Adessi (CRD# 6597201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 8 years of experience in the finance industry.
Carlos Aguiar (CRD# 5472823) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coral Gables, FL and has over 16 years of experience in the finance industry. Carlos Aguiar has taken additional exams to become a Certified Financial Planner (CFP®).
Vera Aguila-Roehr (CRD# 5065047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 16 years of experience in the finance industry.
Omid Airomloo (CRD# 5500446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 16 years of experience in the finance industry.
Alain Albergel (CRD# 3015445) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 23 years of experience in the finance industry.
Enmanuel Aleman (CRD# 7030467) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 5 years of experience in the finance industry.
Roxanne Alexander (CRD# 4784719) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Coral Gables, FL and has over 20 years of experience in the finance industry. Roxanne Alexander has taken additional exams to become a Certified Financial Planner (CFP®).