Adrian  Baldeon,  CFP<sup>&reg;</sup> - Financial Advisor

Adrian Baldeon, CFP®


Wealth Manager

Genesis Wealth Advisors

400 Washington St., Suite 308
Braintree, MA 02184
617-834-2370 CONNECT WITH Adrian
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Adrian Baldeon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Genesis Wealth Advisors in Braintree, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes


Helpful Financial Planning Resources