Rockport, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$9,006,336,915
ClientsTotal clients
21,267
AdvisorsAdvisors at this office
2
Of 183 advisors across 97 offices
Location
1899 N Live Oak
Rockport TX 78382
Advisors at this office
2
Advisors at this office
Joseph P
CFP®, Series 63, Series 66
Rockport, TX
Geneos Wealth Management, Inc.
Joseph Pazera is a Certified Financial Planner® with 12 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2014 and also operates under Pazera Capital Management. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining discretionary trading with continuous account monitoring.
Michael P
CFP®, Series 66
Rockport, TX
Geneos Wealth Management, Inc.
Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading authority to manage assets through customizable portfolios and third-party money manager referrals.
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