Mobile Phone: (210) 240-1689
Max’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. He works closely with his clients to develop and monitor their personalized financial strategy. Max understands that not all clients share the same knowledge regarding various aspects of financial planning. 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
Max has over 23 years of experience in the financial services industry and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since August, 2004. Prior to Genesis Wealth Management, Max served as a Wealth Manager with USAA, a Fortune 100 company. During Max’s nearly 14-year career he served as the trusted advisor to USAA’s high net-worth members. Prior to USAA, Max had a successful 10-year career at Charles Schwab & Company Inc.
During his personal time, he enjoys spending time with his wife of 30 years, Sandra, and their two sons, Andres and Diego. As a family they enjoy, watching sports, movies and traveling.