Welcome to Fernandez Wealth Management
Your Team. Our Services. Our Pillars.
Fernandez Wealth Management
What we Do?
Financial Planning – Serving South and Central Florida
Financial Planning Focused on Your Life Goals – Serving South & Central Florida and Beyond: Fernandez Wealth Management provides financial planning services designed to turn your life goals into a reality. Our expertise in retirement planning for the family & individual, insurance planning, investment planning, employer retirement benefits for business owners, investment planning, investment management, and tax planning as it pertains to investment and financial decisions are the tools that help us guide you on your journey toward financial wellness.
Our family has been in finance over 40 years, both in professional financial planning and higher education. Founded by the late Ray Fernandez (07/31/1949-12/06/2020), the family firm has grown over the years with Ray’s son, Giovanni “Gio” Fernandez, taking over the leadership of the business after completing his PhD in Finance in 2012. The firm is also served by Joseph “Joey” Alamo as Associate Advisor and Barbara N. Fernandez as Operations Manager. Our passion is educating individuals, families, and business owners on the tools necessary to ensure financial freedom and sound decision making. With offices in Kendall, FL & DeLand, FL and with the power of virtual meetings, we are available to serve the needs of clients in Florida and other states across the United States.
Honest experts serving our clients toward financial wellness. At the core of what we do, we are committed to uphold the principles of empathy, integrity, competence, diligence, and transparency.