Compass Wealth Management, LLC-Sergio Fernandez
9990 SW 77th Ave Suite 330, Miami, FL 33156
Mon: 8:00 - 5:00Tues: 8:00 - 5:00Wed: 8:00 - 5:00Thur: 8:00 - 5:00Fri: 8:00 - 5:00Sat: closedSun: closed
Compass Wealth Management, headquartered in South Florida, is a leading Wealth Management and Multi-Family Office Firm, providing comprehensive financial planning, sophisticated tax expertise and investment management services. Compass Wealth Management was founded in 2003 by Sergio Fernandez, CFP®, and Pedro Zamora, who together bring over 40 years of experience in the financial services industry.
Their vision was to create a wealth management firm prepared and willing to sit on the same side of the table as its clients. The Firm is large enough to provide clients with significant resources in the scope of services, experience and research, yet intimate enough to provide clients customized personal service. Compass Wealth Management currently manages significant assets for families, corporations and not-for-profit organizations.
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
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.
Securities offered through Cetera Financial Specialist LLC (doing insurance business in California as CFGFS Insurance Agency), member FINRA
.. Advisory services offered through Cetera Investment Advisors LLC. Cetera is under separate ownership from any other named entity. Contact Sergio Fernandez, Financial Advisor, at (305) 779-5909.