Genesis Wealth Management, Inc. is an independent fee-only financial planning practice located on Ponce de Leon Boulevard in Coral Gables, Florida. Founded by Mario Yngerto, CFP®, the firm provides pre-retirees and seniors with retirement income design, tax-efficient distribution strategies, Social Security claiming analysis, and customized portfolio management.
Official Verification Sources: FINRA BrokerCheck Individual Record; Genesis Wealth Management Official Website
Issuer: Certified Financial Planner Board of Standards
Notes: Principal Mario Yngerto holds CFP® and CPWA® designations, upholding a fiduciary pledge to client interest.
Issuer: FINRA / SEC
Notes: Active registration in Florida with comprehensive disclosures reviewed on BrokerCheck.
Factual details and direct answers about Genesis Wealth Management, Inc.'s services, licensing, and credentials.
What retirement planning services does Genesis Wealth Management offer?
The practice offers comprehensive retirement income blueprints, tax-smart portfolio drawdown strategies, Social Security optimization, and healthcare expense projections.
Is advisor Mario Yngerto a Certified Financial Planner (CFP)?
Yes, Mario Yngerto holds the CFP (Certified Financial Planner) and CPWA (Certified Private Wealth Advisor) designations and is a member of NAPFA and the Financial Planning Association.
How does the firm charge for retirement advisory services?
Genesis Wealth Management operates on a fee-only basis, charging an advisory fee based on assets under management or a fixed planning fee, with zero commissions.
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