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:

Robert Harlan <h3> CFP® </h3>

Robert Harlan

CFP®

Executive Wealth Manager

Robert Harlan is an Executive Wealth Manager with Genesis Wealth Management and a CERTIFIED FINANCIAL PLANNER™. Robert holds FINRA Series 7, 63 and 65 registrations through LPL Financial, as well as life and health insurance licenses.  

Robert makes it his 

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

Joining Genesis Wealth Management after over 15 years in the financial services industry, Robert specializes in assisting high net worth members with retirement planning, estate planning advice, risk management and investment strategies.

A Texas native, Robert earned a bachelor's degree in mechanical engineering from Texas A&M University in College Station. He enjoys reading and spending time with his wife and daughters.

Phone 210-686-9000
Fax 210-855-6595
Mobile Phone 210-396-0766
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