Judi  Hernandez,  CFP<sup>&reg;</sup> - Financial Advisor

Judi Hernandez, CFP®

Partner

Cedar Brook Group

6960 Orchard Lake Rd, Ste 120
West Bloomfield, MI 48322-4517
FINANCIAL ADVISOR'S WEBSITE
(248) 538-1616

General

Judi Hernandez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cedar Brook Group in West Bloomfield, MI and the surrounding communities.

Financial Advisor Overview

As a Partner and CERTIFIED FINANCIAL PLANNER™ with Cedar Brook Financial Partners LLC, I strive to bring strategy, organization and understanding to my clients’ financial lives - - especially as they go through significant life transitions. Navigating clients through an ever-changing financial environment, my focus on retirement planning and investment management helps bring clients a greater sense of control.
 Cedar Brook Financial Partners, LLC is a comprehensive wealth management firm dedicated to offering the highest level of financial service to our clients. Our goal is to provide a reliable and leading source of direction for individuals, families and business owners in the complex world of wealth management. We operate though an independent structure, which allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs rather than being limited by the products a single company has to offer.
 Our strategic alliances with CPAs, attorneys and other financial professionals bring added depth and experience when needed.

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Financial Advisor Experience

In practice since 1994.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisor, Judi Hernandez, Investment Advisor Representative.  Securities licensed in MI, CA, FL, GA, IN, MA, NM, NV, NY, OH, SC, TX, WI.  Insurance licensed in: MI, CA#0B89631, FL, NM, NV, TX.  Advisory licensed in: MI, TX.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources