Richard Rose serves as an Executive Wealth Manager at Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER practitioner and maintains FINRA Series 7, 66, and 24 registrations through LPL Financial, alongside licenses in Life, Accident, and Health insurance. Additionally, he is a member of the Financial Planning Association.
With over two decades of experience, Richard collaborates with high-net-worth individuals to develop and execute comprehensive financial strategies encompassing investments, retirement planning, risk management, and legacy planning. His philosophy centers on understanding each client’s unique objectives and values, providing consistent guidance amid market fluctuations and life transitions. He is committed to effective communication, disciplined planning, and advice that prioritizes clients’ best interests.
Prior to his tenure with Genesis, Richard dedicated 25 years to USAA, where he offered financial counsel to high-net-worth clients and led initiatives focused on financial planning solutions and advisory services. These roles enhanced his capability to convey robust financial principles through practical, actionable guidance while upholding the highest standards of responsibility and compliance.
Richard earned his MBA from the University of Texas at Austin McCombs School of Business and holds a Bachelor of Arts degree from Texas A&M University at Kingsville. Outside of his professional life, he enjoys spending quality time with his wife, Heather, and their daughters, Sydney and Emma.
