Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7, 63, and 65 registrations through LPL Financial, along with life and health insurance licenses.
With a career spanning over 20 years dedicated to understanding the unique needs of his clients, Robert believes success is deeply personal and extends beyond financial gain. He works collaboratively to help clients pursue their goals and live out their dreams, offering tailored strategies in key areas such as:
- Retirement Planning
- Investment Planning
- Wealth Transfer
- Estate Planning
Prior to joining Genesis Wealth Management, Robert assisted executives and other high-net-worth individuals at USAA Wealth Management. He began his career in semiconductor manufacturing, serving in various roles with industry leaders Applied Materials and Teradyne.
A graduate of Texas A&M University with a Bachelor of Science in Mechanical Engineering, Robert enjoys spending time with his wife and daughters. He is deeply involved in supporting local education initiatives and is passionate about Brazilian Jiu-Jitsu.
To begin a conversation about your financial future, Robert invites you to reach out at 210-396-0766 or Robert.Harlan@LPL.com.
