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:

Rusty Whittaker, <h3> MBA, CFP® </h3>

Rusty Whittaker,

MBA, CFP®

Executive Wealth Manager

Rusty is an Executive Wealth Manager with Genesis Wealth Management.  He is a CERTIFIED FINANCIAL PLANNERTM practitioner and holds the FINRA Series 7 and 66 registrations, held by LPL Financial, as well as life, accident and health insurance licenses.  He has also qualified for five other financial designations that allow him to specialize in more complex areas of financial planning.

Rusty serves as the primary trusted advisor for a select group of individuals and families.  He works closely with his clients to develop and monitor their personalized financial strategy.  Rusty understands that not all clients share the same knowledge regarding the various aspects of financial planning.  He draws on his extensive knowledge and experience to identify clients’ needs and continually educate them as their lives and the economy evolve.  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
  • Tax Planning

Prior to joining Genesis Wealth Management, Rusty worked as a Senior Wealth Manager with USAA, a Fortune 100 company.  During Rusty’s nearly 10 years with USAA, he provided comprehensive wealth management services to USAA’s high net-worth families. 

Rusty earned his undergraduate degree in Business Administration from the University of Mary Hardin-Baylor, where he was an outfielder on the baseball team. He earned his Master of Business Administration in finance from the Bill Munday School of Business at St. Edward's University in Austin.  He is a member of the Financial Planning Association (FPA) and is passionate about continuing to educate himself to better serve his clients.

In his spare time, Rusty spends time with his wife Laci and son, Westin.  He enjoys travelling, golfing, fishing and the theatre.

Phone 512-329-1940
Fax 888-600-7671
Mobile Phone 512-565-8127
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