-
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
Stefano Fanfani (CRD# 1580599) is an Investment Advisor Representative working at Uniwealth Advisors, Inc. in Cutler Bay, FL and has over 22 years of experience in the finance industry.
Manuel Figueroa (CRD# 1571042) is an Investment Advisor Representative working at Brokers Financial in Cutler Bay, FL and has over 26 years of experience in the finance industry.
Ellie Mills (CRD# 3050454) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cutler Bay, FL and has over 5 years of experience in the finance industry.
Jesus Navedo (CRD# 6377518) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cutler Bay, FL and has over 9 years of experience in the finance industry.
Carlos Garcia (CRD# 4568112) is an Investment Advisor Representative working at First Trust Advisors LP in Cutler Bay, FL and has over 18 years of experience in the finance industry.
Jorge Gonzalez (CRD# 7678355) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cutler Bay, FL and has 1 year of experience in the finance industry.
Andrew Jimenez (CRD# 5349497) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Cutler Bay, FL and has over 3 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.
Denise Abi-Fadel (CRD# 4396600) is an Investment Advisor Representative working at Mml Investors Services, LLC in Coral Gables, FL and has 1 year of experience in the finance industry. Denise Abi-Fadel 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.