Michael Weaver, CFP®, CAP®
Michael Weaver works with owners of closely held businesses and key employees in the areas of business planning, protection and succession. His practice includes the design of specialized employer and employee benefits including qualified plans and non-qualified deferred compensation arrangements. A significant portion of his business deals with construction related industries and he is a participant in several construction related trade associations. In addition, he works with high net worth individuals on personal investment management*, protection and estate planning issues.
Mike is CERTIFIED FINANCIAL PLANNERTM certificant, a member of the National Association of Insurance and Financial Advisors, and was a multiple year recipient of the “Five – Star” Wealth Manager Award – Best in Client Satisfaction - for the Dallas Fort Worth Area. In addition he holds the “Chartered Advisor in Philanthropy” (CAP®) designation from The American College.
Mike is a graduate of Texas A&M University. He is a longtime resident of Dallas 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.