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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
Favio Taborda (CRD# 5450798) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 8 years of experience in the finance industry. Favio Taborda 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.
Ian Tacher (CRD# 5474466) is an Investment Advisor Representative working at Integra Wealth in Coconut Grove, FL and has over 16 years of experience in the finance industry. Ian Tacher 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.
Emilio Vazquez (CRD# 3222414) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Coconut Grove, FL and has over 24 years of experience in the finance industry.
Alejandra Aymes (CRD# 7119929) is an Investment Advisor Representative working at Ekanta Wealth Advisors LLC in Coconut Grove, FL and has over 4 years of experience in the finance industry.
Giancarlo Fernandez (CRD# 7361488) is an Investment Advisor Representative working at Fendz Asset Management, Inc. in Coconut Grove, FL and has over 3 years of experience in the finance industry.
Brian Kim (CRD# 7423720) is an Investment Advisor Representative working at Remotiv / Financial Soundings in Coconut Grove, FL and has over 2 years of experience in the finance industry.
Marcel Pelegrin (CRD# 6619790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coconut Grove, FL and has over 3 years of experience in the finance industry.
David Sosa (CRD# 2447013) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coconut Grove, FL and has over 30 years 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...
Hans Abate (CRD# 4563511) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 21 years of experience in the finance industry.