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Marc Duda Geneos Wealth Management

We are currently investigating the actions of Marc Duda, a former financial advisor with Geneos Wealth Management since August of 2005. According to our investigation and the clients we’ve spoken with, Mr. Duda was raising money for Capistrano Beach Funding Corporation Notes (638 Camino De Los Mares Suite H130-454, San Clemente, CA, 92673). In reality, the funds were apparently being converted for other purposes. Clients of Geneos who invested in the Capistrano Notes have sustained a complete loss. Mr. Duda was terminated from his firm on August 1 “when the firm learned that he was under investigation by the FBI for allegedly taking money from clients.” Mr. Duda was converting these funds for his own personal use.

Our arbitration claims and lawsuits are targeted against Geneos Wealth Management for their level of supervision of Mr. Duda.

Client Reviews
Working with Joe was an absolute pleasure considering the unfortunate situation I was dealing with! He’s very knowledgeable and easy to communicate with. He kept me informed in all aspects of my case in a timely manner. Whenever I contacted him with a question he responded quickly. His expertise came through for me! I would highly recommend him! Joanne
I hired Joe and his firm Stoltmann Law office to represent me in a case where my investment guy had lost a substantial amount of money in my account. He invested in some very speculative energy stocks which should not have been in my portfolio due to my request for a very conservative investment portfolio. I was very impressed and satisfied with the representation and negotiations on my behalf by Joe and Stoltmann Law offices and I would definitely recommend them to anyone who would be in need of a very fine firm. Anonymous
Never having a need to file suit against anyone, let alone a major multi-national brokerage firm, I was at a loss to find a legal firm to assist me. After much searching, I found Stoltmann Law Offices, PC. They were very diligent and professional in the handling of my case and I am glad that I retained their services. I would definitely refer them to anyone seeking similar help. Donald F.