Mario Yngerto
CRD Number: 1612984Current Firm: Genesis Wealth Management, Inc.
Compensation Model: Fee Only
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 his passion for helping individuals, families and business owners realize their financial dreams. He started Genesis Wealth Management as an independent Registered Investment Advisor (RIA) in order to put his clients first in a conflict-free relationship while offering the broadest range of low cost financial solutions. Genesis Wealth Management, Inc is located in the Miami Coral Gables area. While Mario is a Financial Planner in the Miami Coral Gables area, he also serves clients nationwide.
In his pursuit of professional excellence, Mario has been credentialed as a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant (ChFC®), which, when combined with his fiduciary capacity as an RIA, holds him to the highest standards of professional conduct and ethics in the industry.
Mario recently was awarded the CPWA® designation, delivered by Investment Management Consultants Association (IMCA). The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients focusing on the life cycle of wealth: accumulation, preservation, and distribution.
The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Genesis Wealth Management, Inc. | Coral Gables, FL | May 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- LA
- TX
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Total Assets Under Management59MILLIONS
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Total Number of Accounts103ACCOUNTS
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Average Account Value$573,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, LA, TX
Genesis Wealth Management, Inc is an Investment Adviser. Advisory services are only offered to clients or prospective clients where Genesis Wealth Management, Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Genesis Wealth Management, Inc unless a client service agreement is in place.
Genesis Wealth Management, Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Genesis Wealth Management, Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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