Our Why = Why Not?!
I’ll never forget a specific moment when I was teaching my first personal finance class. I was going through the step-by-step process of how mutual funds, compound interest, and time are all simple, yet powerful tools used to invest for the life goals we all want and need…only I turned around to a class of confused faces. One student raised his hand and said, “sorry, I think we’re all a bit lost. What is a mutual fund?”…
Financial Life Planning – Serving South and Central Florida
With offices in Kendall, FL and DeLand, FL, Fernandez Wealth Management serves South and Central Florida by providing holistic financial planning focused on helping you turn your goals into reality.
Our family has been in finance for over 40 years, so our mission is to spread the knowledge and power of financial life planning so that more families and businesses can implement the simple, yet disciplined steps necessary to achieving their goals.
Our firm is built on a foundation of big picture, process-focused, and transparent planning, helping you plan for life after work, the unexpected, and your loved ones with low-cost tools and techniques. Get in touch with us today and we’ll be glad to help you!