• Charles E. Genois, ChFC®, CLU®, CPFA®

    President & Chief Investment Officer, IMPERA-WEALTH

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Charles has a passion for helping clients navigate the financial markets while their financial plans and portfolios are built and continuously tuned to meet their goals and the challenges visualized ahead. Serving individuals, families and businesses, Charles and the dedicated team at IMPERA WEALTH focus on building successful, long-term relationships.

In 2001, Charles founded his own wealth management practice. His practice initially affiliated with the broker/dealer formerly called Pan-American Financial Advisers in New Orleans. In May of 2005 Charles made a major long-term change for the benefit of his clients and the growing practice affiliating with Raymond James.

Forbes Magazine has recognized Charles’ leadership at IMPERA in naming him a Forbes Best-in-State Wealth Advisor from 2019-2024. Charles has been named to the Raymond James Leaders Council* and the Raymond James Retirement Plan & Institutional Advisory Council (RIAC).

Charles is a Registered Principal with Raymond James Financial Services, Inc. (RJFS). He is a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) as designated by the America College. He is also a Certified Plan Fiduciary Advisor (CPFA®) as designated by the National Association of Plan Advisors (NAPA). He is a member of the Financial Services Institute (FSI) and the Financial Planning Association (FPA).

A native of New Orleans, Charles and his wife, Maureen Murphy Genois, a former assistant vice-president/internal bank analyst, serves as accounting manager for the firm, and they have two energetic sons, Andrew and Alexander. Their sons were both first string football letterman and honors graduates. Both of their sons were recognized by Mr. Archie Manning in receiving the Allstate Sugar Bowl Scholar Athlete Award as high school seniors: Alexander was the high school student selected to lead the Intercession prayer at the televised funeral mass for the late New Orleans Saints/Pelicans owner, Mr. Tom Benson at Saint Louis Cathedral in 2018.

In his spare time, Charles enjoys golf, fishing, the gym, running, and travel with family and friends.

Raymond James is not affiliated with and does not endorse the entities mentioned above.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Raymond James' Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client's experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.

Raymond James is not affiliated with and does not endorse the entities mentioned above. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating. Raymond James' Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client's experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required. 2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.