Juan Genade Email & Phone Number
Senior Wealth Planner @ Dynasty Financial Advisor Services
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Juan Genade Location
- Cape Town, WC, ZA
Juan Genade Work
- 2024 -now Senior Wealth Planner @
- 2018 -2024 Financial Advisor @
- 2017 -2018 Independent Financial Advisor @ Evest Wealth
- 2010 -2017 Senior Financial Advisor @ Old Mutual PFA/OM Francise Division
- 2009 -2010 Invest Specialist @
- 2009 -2009 New Business Sales @ ITEC
- 2008 -2009 Financial Advisor @
- 2007 -2008 Broker Consultant @ Prosperity Health
- 2006 -2007 Direct Sales @ Spectramed
- 1997 -2006 Client Service Professional @
Juan Genade Education
- Inserta
(Wealth Management)
2014-2014 - Moonstone 2012-2012
- Northlink College, Tygerberg Campus
(Business Management)
1995-1996 - Paarl Gymnasium
Matric (Afrikaans, English, Accounting, Business Economics, Maths, Biology)
1989-1994
Juan Genade Skills
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Mutual Funds
- Fixed Annuities
- Investment Strategies
- Financial Advisory
- Asset Allocation
- Portfolio Management
- Estate Planning
- Series 7
- Financial Analysis
- Account Management
Juan Genade Summary
- Juan Genade, based in Cape Town, WC, ZA, is currently a Senior Wealth Planner at Dynasty Financial Advisor Services. Juan Genade brings experience from previous roles at attooh! Group of Companies, Evest Wealth, Old Mutual PFA/OM Francise Division and Discovery Invest. Juan Genade holds a 2014 - 2014 Inserta. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investment Advisory, Mutual Funds, Fixed Annuities and more. Juan Genade has 2 emails on RocketReach.
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