Mobile Phone: 210.412.4922
Mark Stawarz is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant™, and has FINRA Series 7, 63 and 65 registrations, held by LPL Financial as well as life, accident and health insurance licenses.
Mark’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. Mark has over 30 years of experience in the financial services industry and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since June, 2000. He specializes in comprehensive financial planning and collaborates with each client to create an overall financial strategy to encompass:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement planning
- Estate Planning
Prior to joining Genesis Wealth Management, Mark served as a Wealth Manager at USAA. Mark worked with Sr. Executive Management, CEO’s of Fortune 500 companies, successful start-ups, professional athletes, and many other high net worth individuals during his twenty-four year career at USAA.
Mark considers himself a “Military Texan” and grew up near Randolph Air Force Base, went to Judson High School, and is a graduate of the University of Texas at San Antonio. Away from work Mark sits on the Board of Directors for the Texas Burn Survivor Society. He enjoys golf, tennis, photography, drumming, concerts, and most importantly, time with friends and family.