Specialties
About Me
I’m Adrian, a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Retirement Planning Counselor (SM) at Genesis Wealth Advisors.
My mission is to guide and educate clients towards achieving their goals in retirement and beyond. I’m passionate about providing comprehensive financial plans that bring families & individuals the clarity needed to make well-informed decisions. I specialize in Retirement Income Strategies, Investment Management, Cash-Flow Management, Insurance Needs Review, Tax Planning, and Estate Planning.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, CRPC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Financial planning and investment advisory services are provided through Genesis Wealth Advisors, LLC, CRD# 158388. Please refer to the firm's ADV part 2A and your representative's ADV part 2B disclosure documents for additional information.