Benjamin Fernandez

Financial Advisor, Retirement Specialist, Registered Principal
Benjamin Fernandez

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Benjamin joined the firm in October 2013.  His investment services career began in 2000, and he is dedicated to developing long-term relationships based on trust and communication.  He believes that by identifying a client’s goals and risk tolerance, we can create an appropriate strategy that enhances the personal and financial well-being of our clients.  He is a graduate of the University of Arizona and holds a Bachelor of Science degree in Family Studies and Human Development.  Additionally, Benjamin promotes health, fitness and giving back to the community through various non-profit organizations, including The Leukemia & Lymphoma Society, DM50, The Phoenix Children’s Hospital, and Make-A-Wish Southern Arizona and enjoys spending time with his two beautiful children.

Professional Designations / Licenses

  • Series 7 General Securities Registered Representative License
  • Series 24 General Securities Registered Principal License
  • Series 65 Uniform Investment Advisors Law Exam
  • Series 63 Uniform Securities State Law Exam
  • Arizona Insurances Licenses Life/Health/LTC/Variable Contracts