A wealth advisor with BPM Wealth Management with more than 17 years in the financial services industry, Sergio Fernandez 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 in all aspects of financial planning– retirement planning, investment management, insurance planning, and estate planning. His experience also includes assisting small business owners in introducing and managing ERISA plans for small and mid-sized companies.
In addition to being a CFP® and fiduciary, Sergio also holds FINRA Series 6, 7, and 63 Securities Licenses and is insurance licensed in AZ, CA, CO, and TX. Sergio earned a BS from San Diego State University, with an emphasis on Business Management. He is based in Monterey, California, where he and his family enjoy spending time together outdoors.
As a 13-year-old, Sergio was recruited to play soccer internationally for a European soccer team. Although he wasn’t quite ready to live abroad on his own, a small part of him wonders what might have been.
Securities through Valmark Securities, Inc., member FINRA, SIPC. Investment Advisory services are offered through 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
BS/Business Management – San Diego State University