Genesis Wealth Management

Specialties

Genesis Wealth Management, Inc. is a fee-​only Registered Investment Advisor. 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.

Meet the Business Owner

Mario Y.

Business Owner

Mario Yngerto shares his enthusiasm about financial services with all the individuals, families and business owners he encounters. With over 20 years experience in financial services, Mario is uniquely equipped to assist his clients in achieving their financial goals.

Mario helps his clients seek financial freedom and independence through establishing clear goals and financial discipline. He works with his clients to prepare a plan that takes into consideration their goals, unique needs, time frames and risk tolerance. Mario is committed to educating his clients to make well-​informed decisions and to find meaningful financial solutions.

Being a Certified Financial Planner™ (CFP®) as well as a Chartered Financial Consultant (ChFC), Mario has an astute understanding of the diverse aspects of the financial planning process. Mario utilizes the comprehensive financial planning methodology that integrates and encompasses (T)ax planning, (I)nvestment planning, (I)nsurance planning, ®eti