Fernando is a wealth advisor here at EP Wealth and has been working in the financial management industry since 2006. As a wealth advisor, he is eager to maintain strong and healthy relationships with his clients while leveraging complex wealth strategies designed to achieve their financial goals. He has worked previously for Wells Fargo, City National Bank, and MUFG Union Bank, compiling much knowledge and experience over the years. Most recently, he has focused on structuring and presenting financial plans to cover topics such as cash flow, investment analysis, wealth transfer planning, estate planning solutions, business succession, tax planning, and asset protection. Fernando received his MBA with a specialization in finance from Cal State Long Beach and enjoys spending his free time with his family. He currently resides in Lakewood with his wife, son, and daughter.
University of California, Santa Barbara, B.A., History and Chicano Studies
California State University Long Beach, MBA with specialization in Finance