
Fernando oversees our investment operations, performing daily trades and servicing client accounts. He works closely with our advisors to ensure a clear understanding of each client’s goals, and he regularly monitors and rebalances clients’ portfolios to help them efficiently achieve their objectives. With his eye for detail and passion for exceptional client service, he provides highly attentive support when helping clients with their investment management requests.
Fernando started his career in the financial industry in 2021, when he completed a Financial Advisor Development internship with Bank of America. After graduating from the University of Texas in 2022, he continued to develop his skills as an advisor, serving high-net-worth clients at both Merrill Lynch and Fidelity Investments before joining Capitalwise in 2024.
Fernando lives in Houston, Texas, and enjoys playing tennis. He is fluent in English, Spanish, and Portuguese.
Exams, Licenses, and Other Professional Designations
- Currently pursuing – Chartered Financial Analyst (CFP®) certification
- 2023 – Chartered Retirement Planning Counselor (CRPC®)
- 2020 – Securities Industry Essential (SIE®) Examination
- 2022 – Series 7 and Series 66 Examinations
- 2022 – Bachelor of Business in Economics & Finance, University of Texas at El Paso
Fun Facts
If someone gave you a gift box full of items that made you smile, what would be in it?
A good book, a picture of my family, and a new tennis racquet.
What book has most impacted your life?
Solve for Happy by Mo Gawdat.
If you could spend the day with a fictional character, who would you choose?
I would like to spend a day with Harry Potter at Hogwarts.
What makes you laugh?
My cat, Cleo, makes me laugh the most.
What is one thing every person should add to their daily routine?
A 15 to 30-minute meditation session.