Evert Fernandez, LPL Financial Advisor

CONNECT

Address:

1605 Fourth St.
Santa Rosa, CA 95404

Phone:

(707) 544-2050 ,,

Fax/Other:

(707) 571-0214

Our Services

 

We are a full-service financial consulting firm committed to helping individuals and businesses pursue their wealth planning goals. We offer access to a wide range of financial products and services to individuals and business owners. 

Our goal is to provide sound financial advice to help you identify your goals and help you work toward them.

 

 We serve individuals and businesses in all areas of financial management, including:

  • Financial Planning 
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.  Financial planning is offered through LPL Financial.
  • Education Funding
    Recommending investment and accumulation strategies to help you pay for your children's education. 
  • Risk Management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 
  • Retirement Planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to potentially retire comfortably. Managing assets before and during retirement. 
  •  Employee and Executive Benefits
    Helping your business attract and retain qualified employees through benefit packages.
  • Tax Management
    Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 
  • Products Used in Our Service
    As independent advisors we provide unbiased products and services to best suit our client needs.
      - Fee based money management (through LPL Financial)
      - Insurance - Life, Health, Disability, Longterm Care
      - 401(k)s,Mutual Funds, 529s, Simples
      - IRAs - Tradiational, Roth and Education

Our friendly support staff is always available to assist you in any way possible. We have created a team that continually strives to offer courteous and attentive help.

Please call us if you have any questions about our firm or the range of financial and insurance products and services we offer access to. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.