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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Edward Cohen (CRD# 4693017) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has over 16 years of experience in the finance industry.
Rebecca Epperly (CRD# 3073302) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has over 23 years of experience in the finance industry.
Glenn Feigin (CRD# 1852382) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bal Harbour, FL and has over 35 years of experience in the finance industry.
Jose Mendez (CRD# 4130823) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has over 23 years of experience in the finance industry.
Alexander Navarro (CRD# 1600030) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has over 24 years of experience in the finance industry. Alexander Navarro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alex Gregory (CRD# 2533644) is an Investment Advisor Representative working at Better Way LLC in Bal Harbour, FL and has over 10 years of experience in the finance industry.
Lee Levy (CRD# 6539493) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has 1 year of experience in the finance industry.
James Nelson (CRD# 7240563) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has 1 year of experience in the finance industry.
Moran Tzaban Cohen (CRD# 5611624) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has 1 year of experience in the finance industry.
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...