
Hernandez Financial
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Overview
2 - 9
Employees
2011
Year Founded
ABOUT HERNANDEZ FINANCIAL
Proactive Planning for a solid future
Jesse Hernandez Jr., operating as Hernandez Financial, is a Fee-Only Registered Investment Advisor based in Central Washington. He has been a Financial Advisor since 1999, initially spending eleven years at Waddell & Reed, an investment firm located in Kansas City. In late 2010, Jesse decided to establish his own independent registered investment advisory firm. This independence allows him to concentrate more on his clients' needs through personalized financial planning. He earned the CMFC (Chartered Mutual Fund Counselor) designation from the College for Financial Planning in 2002, which required him to complete a year-long course focused on the operations of mutual funds and how to assist clients in selecting the right funds for their portfolios. To maintain this designation, he must complete continuing education credits related to mutual funds and investing. Jesse is solely dedicated to his clients and does not receive compensation from any mutual fund company.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2011
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Wealth Management