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Benjamin R. Beecher, Cfp® Email & Phone Number

Executive Wealth Manager - (210) 322-6776 at Genesis Wealth Management, LLC.

Location: San Antonio, Texas, United States 5 work roles 4 schools

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✓ Verified July 2026 3 data sources Profile completeness 86%

Current company

Genesis Wealth Management, LLC.

Role

Executive Wealth Manager - (210) 322-6776

Location

San Antonio, Texas, United States

Who is Benjamin R. Beecher, Cfp®? Overview

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Quick answer

Benjamin R. Beecher, Cfp® is listed as Executive Wealth Manager - (210) 322-6776 at Genesis Wealth Management, LLC., based in San Antonio, Texas, United States. AeroLeads shows a matched LinkedIn profile for Benjamin R. Beecher, Cfp®.

Benjamin R. Beecher, Cfp® previously worked as Executive Wealth Manager at Genesis Wealth Management, Llc. and Vice President - Executive Services at Fidelity Investments. Benjamin R. Beecher, Cfp® holds Bachelor Of Science (B.S.), Mathematics from University Of Utah.

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Genesis Wealth Management, LLC.

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Profile bio

About Benjamin R. Beecher, Cfp®

Ben began his career in the financial services industry in 1996 and works with his clients in 4 key components of life: Pursuing wealth, preserving that wealth, planning for wealth distribution throughout life and ultimately, at death. Some of the key questions that he helps answer are, "Do I have enough for retirement?" "Is my portfolio allocated properly?" "When the time comes, what is the best way to use the assets in my portfolio?"

Current workplace

Benjamin R. Beecher, Cfp®'s current company

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Genesis Wealth Management, Llc.

Executive Wealth Manager - (210) 322-6776

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Company profile

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5 roles

Benjamin R. Beecher, Cfp® work experience

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Executive Wealth Manager

Current

Genesis Wealth Management, Llc.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Genesis Wealth Management, LLC. and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jun 2023 - Present

Vice President - Executive Services

Fidelity Investments

Dec 2015 - Jun 2023

Wealth Manager

Usaa

San Antonio, Texas Area

Mar 2005 - Dec 2015

Financial Planner

Lpl Financial

Mar 2002 - Mar 2005

Financial Consultant

Axa Advisors

Mar 2001 - Mar 2002

4 education records

Benjamin R. Beecher, Cfp® education

Bachelor Of Science (B.S.), Mathematics

University Of Utah

Master Of Science (M.S.), Financial Services

The American College

Certificate Of Professional Development, Client Psychology

The Wharton School

Certifcate Of Professional Education, Trust School I & Ii

Cannon Financial Institute

FAQ

Frequently asked questions about Benjamin R. Beecher, Cfp®

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What company does Benjamin R. Beecher, Cfp® work for?

Benjamin R. Beecher, Cfp® works for Genesis Wealth Management, LLC..

What is Benjamin R. Beecher, Cfp®'s role at Genesis Wealth Management, LLC.?

Benjamin R. Beecher, Cfp® is listed as Executive Wealth Manager - (210) 322-6776 at Genesis Wealth Management, LLC..

Where is Benjamin R. Beecher, Cfp® based?

Benjamin R. Beecher, Cfp® is based in San Antonio, Texas, United States while working with Genesis Wealth Management, LLC..

What companies has Benjamin R. Beecher, Cfp® worked for?

Benjamin R. Beecher, Cfp® has worked for Genesis Wealth Management, Llc., Fidelity Investments, Usaa, Lpl Financial, and Axa Advisors.

How can I contact Benjamin R. Beecher, Cfp®?

You can use AeroLeads to view verified contact signals for Benjamin R. Beecher, Cfp® at Genesis Wealth Management, LLC., including work email, phone, and LinkedIn data when available.

What schools did Benjamin R. Beecher, Cfp® attend?

Benjamin R. Beecher, Cfp® holds Bachelor Of Science (B.S.), Mathematics from University Of Utah.

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