Sergio Fernandez is a wealth advisor in BPM Wealth Management’s group. He has more than 18 years in the financial services industry and is a Certified Financial Planner™ practitioner focused on developing comprehensive, personalized wealth management strategies for individuals and families.
Sergio has spent almost a decade guiding clients across various financial disciplines, ranging from retirement planning and investment management to insurance planning and estate planning. His experience also includes working with small business owners to include and manage ERISA plans for small and mid-sized companies. His holistic approach to financial planning, along with his commitment to service, has earned him the trust of clients seeking comprehensive financial advice.
As a CFP® professional, Sergio acts as a fiduciary, which means he always acts in the best interests of his clients when providing financial advice and financial planning. In addition, Sergio also holds FINRA Series 6, 7 and 63 Securities Licenses and maintains his insurance licenses in Arizona, California, Colorado, Florida, Maine, Texas and Virgina. Sergio graduated from San Diego State University with a Bachelor of Science degree in Business Management. He is based in Monterey, California, where he and his family enjoy spending time together outdoors.
SECURITIES THROUGH VALMARK SECURITIES, INC., MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES ARE OFFERED THROUGH BPM WEALTH ADVISORS, LLC AND/OR VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, WITH ADDRESS OF 130 SPRINGSIDE DRIVE, SUITE 300 AKRON, OHIO 44333-2431, AND TELEPHONE NUMBER +1 (800) 765-5201. BPM LLP AND BPM WEALTH ADVISORS, LLC ARE ENTITIES SEPARATE FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC.
Quick facts
- Certifications
Certified Financial Planner™
- Education
BS/Business Management – San Diego State University