Financial Planning for Life 

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Address:

San Antonio Offices:
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258
Phone: 210.998.5608
Fax: 210.855.3252

17803 La Cantera Terrace, Suite 7101 
San Antonio, TX  78256
Phone: 210.686.9000
Fax: 210.855.3252

Austin Offices:
1250 Capital of Texas Hwy S.
Building 3, Suite 400
Austin, TX 78746
Phone: 512.329.1940
Fax: 888.600.7671

9442 North Capital of Texas Hwy
Plaza One, Ste 500
Austin, TX 78759
Phone: 210.240.1689    
Fax: 888.600.7671 
 
Fair Oaks Ranch Office:
8000 Fair Oaks Pkwy, Suite 104
Fair Oaks Ranch, TX 78015
Phone: 210.530.1270
Fax: 888.600.7671

Phone:

Geraldo Reyes, CFP®, ChFC®, CLU®

Geraldo Reyes, CFP®, ChFC®, CLU®

Executive Wealth Manager

Gerald is an Executive Wealth Manager with Genesis Wealth Management.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant®, and a Chartered Life Underwriter.  Gerald holds his FINRA Series 7 and 63 registrations, held by LPL Financial as well as life, accident and health insurance licenses. 

 Gerald’s primary mission is to provide personalized comprehensive financial advice to his clients.  His goal is to help them achieve and maintain their financial security by working with them to create, grow and efficiently transfer their wealth.  With over 15 years of experience in the financial industry, he specializes in holistic planning while assisting each client to create an overall strategy that encompasses the following:

  • Investment Planning
  • Risk Management Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning

Prior to Genesis Wealth Management, Gerald served as a Wealth Manager with USAA, a Fortune 100 company.  As a loyal USAA employee for nearly 19 years, Gerald was a trusted financial advisor to their high net-worth military members and USAA executives.

Gerald is a graduate from The University of Texas at San Antonio with a Bachelors degree in Business Administration with a focus in Accounting.  He also holds a Masters degree in Business Administration from The University of Incarnate Word.  His primary focus is his wife and 2 kids, who share their home with several rescued dogs

Fax 210•855•3252
Mobile Phone 210•259•6575
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