CPWA®, CFP®, ChFC®
Genesis Wealth Management, Inc
CPWA®, CFP®, ChFC®
Genesis Wealth Management, Inc
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mario Yngerto, CPWA®, CFP®, ChFC®
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area
Mario Yngerto is a fee-only financial planner and investment manager serving the Greater Miami, Coral Gables, Ft. Lauderdale and West Palm Beach area. It is our ultimate goal to provide individuals, families, business owners and medical professionals with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Customized 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.
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.
Mario Yngerto is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mario Yngerto is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mario Yngerto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Mario Yngerto is a Certified Private Wealth Advisor ® (CPWA®)
The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Mario Yngerto is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Mario Yngerto is Mentioned for his work with the FPA of Dallas Fort Worth: "FPA Helps to Create Financial Awareness in the Hispanic Community"
Mario Yngerto Provides Expert Answers to the Question " Where can our money grow tax-free?" in The Dallas Morning News
Mario Yngerto is Quoted in InvestmentNews: "For advisers, tapping Hispanic market not as easy as uno, dos, tres"
Mario Yngerto Named to D Magazine's List of "The Best Financial Planners 2009"
Mario Yngerto is a Guest on the Canto Talk Radio: "The US economy in 2012"
Mario Yngerto is a Member of The National Association of Estate Planners & Councils
Contact Mario Yngerto
2000 Ponce De Leon Blvd
Coral Gables, FL 33134