Ana Fernandez, CFP®- The Thinker

Ana Fernandez, CFP®- The Thinker

VP, Financial Planning

About Ana:

  • Joined Allgen in 2010
  • Orlando resident since 1982; moved from Queens, N.Y.
  • Bilingual, conversational in Spanish

Credentials & Community:

  • Over 15-years financial services experience
  • Series 65 – Investment Advisor Representative licensee
  • CERTIFIED FINANCIAL PLANNER™ licensee from CFP® Board of Standards
  • Board of Director for the Victim Service Center of Central Florida
  • Previous active involvements include: Financial Planning Association, Harbor House, Christ Church Unity, Hispanic Chamber EXPO Committee, HBIF
  • Board of Director for the Victim Service Center of Central Florida
  • Formerly with Heritage Financial Services, Inc; AXA Advisors, LLC/Equitable Life Insurance Company
  • Bachelor of Fine Arts, Wesleyan College, Macon, GA.

Fun Facts:

  • Paul Roldan was Ana’s financial advisor during Ana’s billboard advertising years
  • Was a top 10 finalist for Walt Disney World & Resort Ambassador
  • Enjoys attending performances at the Mad Cow Theatre and NY METS baseball

Email: fernandez@allgenfinancial.com