Financial Planning for Life 

CONNECT

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:

Heidi Malone <h3> CFP®, CLU®, ChFC®, MBA </h3>

Heidi Malone

CFP®, CLU®, ChFC®, MBA

Executive Wealth Manager

Heidi is an Executive Wealth Manager of Genesis Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.  She holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), the FINRA Series 7, 63 and 65 registrations held by LPL Financial as well as life, accident and health insurance licenses. Heidi is a member of the national Financial Planning Association.

With nearly two decades of experience in financial planning, Heidi works side-by-side with clients to develop strategies for the primary wealth phases of financial lives: creating, growing, protecting and preserving wealth.  She uses the best tools in the industry to plan for tax-efficient distributions during life and after death.  Heidi addresses these wealth phases through a comprehensive wealth management process that encompasses the following:

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

Prior to Genesis Wealth Management, Heidi served as a Senior Wealth Manager with USAA, a Fortune 100 company. As a loyal USAA employee for nearly 13 years, Heidi was a trusted financial planner to their high net-worth members and USAA’s senior executive management.  

Heidi is a graduate of Ohio Northern University with a bachelor's degree in business administration. She earned a Master of Business Administration from Saint Mary's University in San Antonio.  Heidi is a native of Ohio and relocated to San Antonio in 1999.  She enjoys quality family time with her husband and her two sons.

Phone 210-686-9000
Fax 210-855-6595
Mobile Phone 210-218-8316
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