Broker Check

Miami Office: 9990 SW 77th Avenue, Suite 330, Miami, FL 11356

Boca Raton: 2424 N Federal Highway, Suite 103, Boca Raton, FL 33431

 


Sergio Fernandez, CFP®, CLU

Sergio Fernandez, co-Founder of Compass Wealth Management, serves as a financial advisor to owners of closely held companies, professionals, and their families. Using a team approach to holistic financial planning, Sergio offers the highest quality of personal service. In partnership with his clients, he has developed strategic plans and financial models designed to achieve optimal wealth and optimal family harmony. Prior to forming Compass Wealth Management, Sergio was Southeast Regional Director for GE Financial. Prior to GE Sergio was Senior Vice President of Wells Fargo, formerly Wachovia Bank Wealth Management Group, overseeing the delivery of estate, trust, business planning; and fee-based money management services. Sergio holds a BBA in finance from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU), holding Series 7, 63, and 65 registrations and is insurance licensed in various states. Sergio has served as an advisor and board member to various nonprofit organizations in the South Florida community and currently spends most of his free time raising his 4 boys. He has coached youth baseball and served in leadership positions with the Boy Scouts of America.