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:

Max Rodriguez <h3> CFP® </h3>

Max Rodriguez

CFP®

Executive Wealth Manager

Max’s primary mission is to provide sound financial advice/strategies to his clients, helping them work toward financial security through the creation, growth, and transfer of wealth.  He works closely with his clients to develop and monitor their personalized financial strategy. Max understands that not all clients share the same knowledge regarding various aspects of financial planning. He specializes in comprehensive financial planning by working personally with each client to create an overall financial strategy that encompasses:  

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

Max has over 23 years of experience in the financial services industry and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since August, 2004.  Prior to Genesis Wealth Management, Max served as a Wealth Manager with USAA, a Fortune 100 company.  During Max’s nearly 14-year career he served as the trusted advisor to USAA’s high net-worth members. Prior to USAA Max had a successful 10-year career at Charles Schwab & Company Inc.

During his personal time, he enjoys spending time with his wife of 30 years, Sandra, and their two sons, Andres and Diego.  As a family they enjoy, watching sports, movies and traveling.

Phone 210-240-1689
Fax 888-600-7671
Mobile Phone 512-329-2424
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