Adrian Baldeon is a Wealth Manager working in the Braintree, MA office. He is passionate about helping families & individuals develop comprehensive wealth strategies that fit their present and future needs. Adrian focuses on understanding each client’s motivations and helps them make thoughtful financial decisions. He specializes in Retirement Planning, Investment Management, Cash-Flow Analysis, Insurance Reviews, Tax Optimization, and Estate Planning.
Prior to joining Genesis Wealth Advisors, he spent several years as an investment advisor representative of USA Financial Securities Corp. and a financial planner at Adviser Investments. Adrian is a graduate of the University of Massachusetts Boston where he earned his degree in Business Management concentrated in Finance. Adrian holds several professional certifications and designations, including CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®). He is also a member of the Financial Planning Association and Digital Assets Council of Financial Professionals.
Adrian grew up in West Hartford, CT; Bilbao, Spain; Hingham, MA and now resides in Weymouth, MA. When he’s away from the office, Adrian enjoys exercising, traveling, and spending quality time with his wife, son, and Labrador Retriever.