Genesis Financial Advisors

Genesis Financial Advisors (CRD# 144693) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Genesis Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
Roger P. Simard
CRD#: 2084434
8723 E Via De Commercio, Suite A100, Scottsdale, AZ 85258

Roger Simard (CRD# 2084434) is an Investment Advisor Representative working at Genesis Financial Advisors in Scottsdale, AZ and has over 27 years of experience in the finance industry. Roger Simard 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.

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