Michael Weaver, CFP®, CAP®
Michael Weaver was a founding partner and now serves as a consultant to, and "ambassador" for the firm. Throughout his career he has worked with owners of closely held businesses and key employees in the areas of business planning, protection and succession. In addition, he advises high net worth individuals on personal investment management*, protection and estate planning issues.
Mike is a graduate of Texas A&M University. He is a longtime resident of the Dallas area with his wife and two sons. He enjoys tennis and is active in his church and other community activities.
Licenses and Certifications
- Registered Representative and Investment Advisor Representative of Geneos Wealth Management.
- General Lines ─ Life, Accident & Health
- Series 7, 55, 63, 65*
- CERTIFIED FINANCIAL PLANNERTM certificant
- Chartered Advisor in Philanthropy (CAP®)
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. The award methodology does not evaluate the quality of services provided and the award is not indicative of the award winner’s future performance.