Broker Check
Ben  Fernandez

Ben Fernandez

Paraplanner

He is working his way up to become an independent advisor, but in the meantime we get to take advantage of his great attitude and willing nature. He began working for us as a summer intern and became a full time employee in January 2013.

Ben’s confidence in our firm is evident in this statement he made, “Our advisors offer simply honest recommendations, with only the client’s best interest at heart.” He continues by saying, “Our firm has found a way to maintain a professional environment, while seeking to make clients feel comfortable. John has the rare ability to communicate with clients clearly, on all levels. What I mean is that he can convey complex topics to those with minimal or vast knowledge on the subject in a way that they could each understand and feel comfortable.”

You are likely to come into contact with Ben the first time you visit our office. You can count on his welcoming smile and continued care throughout your relationship with us. He will likely be your primary contact as he schedules appointments for both John and Sharon, runs all the client reports, and manages the technology side of the business to make sure all your transactions are handled efficiently. Ben’s administrative support enables your advisor to spend more time concentrating on your needs.