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.
BS/Business Management – San Diego State University