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Averaging 18 years of professional experience, Genesis Wealth Managers bring expertise across all areas of wealth management and have all earned the CERTIFIED FINANCIAL PLANNERTM designation.  They can offer seasoned guidance on investments, taxes, business succession, executive compensation, trust and estate planning, life insurance, and much more.

All
San Antonio
Austin
Florida

Genesis Wealth Management Team | Florida

Bob Ford

Bob Ford
CFP®

Executive Wealth Manager

Zehra Candler

Zehra Candler
CFP®, MBA

Executive Wealth Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.