Our Team

For more than 20 years, Mario Yngerto has followed his passion for helping individuals, families and business owners realize their financial dreams. He started Genesis Wealth Management as an independent Registered Investment Advisor (RIA) in order to put his clients first in a conflict-free relationship while offering the broadest range of low cost financial solutions. Genesis Wealth Management, Inc is located in the Miami Coral Gables area. While Mario is a Financial Planner in the Miami Coral Gables area, he also serves clients nationwide.

In his pursuit of professional excellence, Mario has been credentialed as a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant (ChFC®), which, when combined with his fiduciary capacity as an RIA, holds him to the highest standards of professional conduct and ethics in the industry.

Mario recently was awarded the CPWA® designation, delivered by Investment Management Consultants Association (IMCA). The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients focusing on the life cycle of wealth: accumulation, preservation, and distribution.

The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.

Mario was formerly the President of the Dallas Ft. Worth Chapter of the Financial Planning Association (DFW FPA) and has been featured in numerous financial publications such as Financial Planning Magazine, Investment Advisor, Dallas Morning News, People Magazine, AARP, Stocks, Futures & Options (SFO) magazine, as well as CNN Español.

A firm believer in client education and financial literacy, Mario speaks to various groups with an emphasis on his specialties – retirement and investment planning. In partnership with the CFP® Board of Standards and the DFW FPA, Mario has produced a DVD on financial literacy for Hispanics. 

ohn Shea is a native of “The Big Easy”. When visiting New Orleans you can find John at Mandina’s Restaurant devouring a heaping bowl of their world famous turtle soup!

With extensive and diverse experience in the financial services industry spanning over 23 years,  John helps clients understand where they are currently, where they want to end up, and collaboratively works with them to help achieve their goals.  John educates clients in a non-threatening consultative manner utilizing a fee-only approach, always placing the client’s interest first.

As a life long learner in the industry, John has obtained numerous industry designations.  John obtained his Certified Financial Planner™ certification in 2003.  Additional designations from The American College Of Financial Services in Bryn Mawr, Pennsylvania are as follows:  Chartered Financial Consultant® _ ChFC®, Chartered Life Underwriter® - CLU®, Chartered Advisor for Senior Living® - CASL®, Registered Employee Benefits Consultant® - REBC®, Registered Health Underwriter® - RHU®, and Financial Services Certified Professional® - FSCP®.

John holds an MBA and a BA in Communications from the University of New Orleans. John also has obtained the Life Underwriter Training Council Fellow® - LUTCF® from the Life Underwriter Training Council (now called the National Association of Insurance and Financial Advisors).

John previously headed the advanced case design/financial planning department for one of MetLife’s largest agencies nationally. John also enjoys speaking with groups and individuals about Financial Planning, Retirement Planning, Income Distribution, and Social Security Planning.

John currently lives in Palm Beach, FL, has 9 grand kids and spends much of his free time serving in his local church.