Broker Check
Genesis Loera, CFP®, CFBS

Genesis Loera, CFP®, CFBS

Financial Advisor

Genesis Loera spends much of her time counseling small business owners and other professionals on matters pertaining to personal and business finances. It’s a dream job for this dedicated Latina financial advisor, who loves working with both people and numbers.

The first in her family to graduate from college, Genesis worked hard to completely self-fund her education. She was driven to set a high standard through her accomplishments - in part because her younger siblings view her as a role model, and out of respect for her parents who have sacrificed much to provide for their children. In 2012, Genesis graduated from the University of Houston-Downtown with a degree in Finance, started building her financial practice, and obtained her CFP® from Rice University.

“Knowing that people are making room in their lives for me to meet with them today, so that I can help them do the work that will have meaning years down the road, is the reason I love this career,” says Genesis. Having grown up in a family that had little access to financial guidance, Genesis recognizes the value of financial literacy. She urges her clients to plan ahead, in order to avoid many of the financial mistakes she witnessed firsthand. Genesis is proud of the fact that her work today can impact families for generations to come.

Another source of great pride for Genesis is her success in business. As an entrepreneur she particularly enjoys working with other business owners. Genesis, who obtained the Certified Family Business Specialist designation through the American College, has developed a niche in working with Hispanic businesses. A native Houstonian, Genesis speaks Spanish fluently and appreciates the opportunity to put her skills to use in a community she innately understands. “I work extensively with people who are chasing the American Dream, just like me,” she explains.

Genesis continues to make a difference in her community outside of work by actively networking via the Houston Hispanic Chamber of Commerce, Alpha, and the Emerging Leaders Institute.  She is a mentor at the Wolff Center for Entrepreneurship at the University of Houston, and an officer for Beta Gamma Sigma, a “best in business” honor society restricted to top graduates from the highest-ranked business schools in America.