Gerald is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant®, and a Chartered Life Underwriter. Gerald holds his FINRA Series 7 and 63 registrations, held by LPL Financial as well as life, accident and health insurance licenses.
Gerald’s primary mission is to provide personalized comprehensive financial advice to his clients. His goal is to help clients work toward achieving their financial security by assisting them to create, grow and efficiently transfer their wealth. With over 15 years of experience in the financial industry, he specializes in holistic planning while assisting each client to create an overall strategy that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Gerald served as a Wealth Manager with USAA, a Fortune 100 company. As a loyal USAA employee for nearly 19 years, Gerald was a trusted financial advisor to their high net-worth military members and USAA executives.
Gerald is a graduate from The University of Texas at San Antonio with a Bachelors degree in Business Administration with a focus in Accounting. He also holds a Masters degree in Business Administration from The University of Incarnate Word. His primary focus is his wife and 2 kids, who share their home with several rescued dogs