Mario  Yngerto

Mario Yngerto

| CPWA®, CFP®, ChFC®

Genesis Wealth Management

(214) 550-1394

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Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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2000 Ponce De Leon Blvd
Suite 624
Coral Gables, FL 33134

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Mario Yngerto is a Miami Coral Gables, FL Fee-Only Financial Planner serving the entire region. Genesis Wealth Management specializes in providing objective financial planning and investment management to help individuals, business owners, and medical professionals manage their assets through life's transitions. Mario Yngerto is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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.

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 was formerly the President of the Dallas Ft. Worth Chapter of the Financial Planning Association (DFW FPA) and has been featured in numerous financial publications such as Financial Planning Magazine, Investment Advisor, Dallas Morning News, People Magazine, AARP, Stocks, Futures & Options (SFO) magazine, as well as CNN Español.

A firm believer in client education and financial literacy, Mario speaks to various groups with an emphasis on his specialties – retirement and investment planning. In partnership with the CFP® Board of Standards and the DFW FPA, Mario has produced a DVD on financial literacy for Hispanics.

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Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship.  Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency.

As a Certified Financial Planner (CFP™), Mario Yngerto strictly applies the comprehensive financial planning methodology of the Certified Financial Planner Board of Standards to create a customized, fully integrated plan, encompassing multiple planning disciplines, including: 

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning

As an independent Registered Investment Advisor, held to the strictest fiduciary standards, we can offer our clients access to institutional quality investment management that can effectively and efficiently help them gain optimum exposure to the financial markets. We have partnered with Dimensional Funds Advisor, a top tier institutional investment firm, whose investment methodology is rooted in the sound academic principles and practices formulated by four Nobel Laureates. 

We invite you to learn more about Genesis Wealth Management and the uncommon advisory experience it offers. Contact (214) 550-1394 or click here to schedule a no-obligation meeting today.  

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