Ana N. Fernandez,  CFP<sup>&reg;</sup> - Financial Advisor

Ana N. Fernandez, CFP®

VP, Financial Planning

Allgen Financial Advisors

100 W Lucerne Circle, Suite 200
Orlando, FL 32801
FINANCIAL ADVISOR'S WEBSITE
888-6ALLGEN
(407) 210-3888 x504
CONNECT WITH Ana
  • linkedin link
  • youtube link

General

Ana Fernandez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allgen Financial Advisors in Orlando, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Wealth Management Advisor (AWMA)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL, TX
  • Fixed annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Not applicable.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources