Deidre  Fernald,  CFP<sup>&reg;</sup> - Financial Advisor

Deidre Fernald, CFP®

Director of Financial Planning

780 94th Ave N, Ste 107
Saint Petersburg, FL 33702-2468
FINANCIAL ADVISOR'S WEBSITE
(727) 578-2828 ext 141 CONNECT WITH Deidre
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General

Deidre Fernald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Saint Petersburg, FL and the surrounding communities.

Financial Advisor Overview

I partner with clients to increase their confidence with their money! Through the planning process, we work together to take control of your money by aligning your spending and savings with what is most important to you. Let’s check off some to-dos!

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Financial Advisor Experience

I have been in the in the financial industry since 2004 and specialize in retirement and estate planning. However, I focuses on every piece of my client’s financial life focusing on the family needs now and in the future, while ensuring my client’s still have a little fun along the way.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Employee Benefits, Limited Partnerships, Getting Divorced, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources