Certified Financial Planner®

BIOGRAPHY

Fernando graduated from San Diego State University in 2023 with a Bachelor of Science in Financial Services while earning his Certificate in Personal Financial Planning. Since then, he has earned his CERTIFIED FINANCIAL PLANNER® certification. He currently leads the assessment team, providing support to both the advisors and the planning department.

A San Diego native, Fernando enjoys playing chess and listening to podcasts in his free time. He’s also a passionate fan of the Boston Red Sox.