Ana Fernandez, CFP®, is a financial advisor with AllGen Financial Advisors, Inc. With more than 25 years of experience in personal financial services, she takes a personalized approach to helping individuals and families make informed financial decisions with clarity, confidence, and purpose.
Ana works with successful professionals, business owners, families navigating significant transitions, and those approaching or enjoying retirement. Financial decisions are rarely just about numbers; they are often tied to personal values, family priorities, and life changes. Whether preparing for retirement, evaluating a business sale, managing an inheritance, or navigating the loss of a spouse, Ana helps clients understand their options and move forward.
Her approach centers on comprehensive financial planning and long-term relationships. Ana brings together retirement, investment, tax, estate, and cash flow planning, and she collaborates with clients' tax, legal, and other professional advisors so their strategies are coordinated and aligned with what matters most to them.
Ana is a CERTIFIED FINANCIAL PLANNER™ professional and a Series 65 Investment Advisor Representative. She earned her Bachelor of Fine Arts from Wesleyan College in Macon, Georgia, and completed the 12-month core training program at the Financial Transitionist Institute.
A Queens, New York, native, Ana has called Orlando home since 1982. She has long been involved in community service and initiatives promoting financial literacy and financial empowerment, and she is a member of the Financial Planning Association (FPA) and its Central Florida Chapter. In college, Ana was named a Top 10 finalist for the Walt Disney World Resort Ambassador program.
Outside the office, Ana enjoys life with her spouse of 27 years and their rescue dog, Buddy. Together, they explore national and state parks, cheer on WNBA star Caitlin Clark, follow Major League Baseball and college football, and gather with family for spirited games of dominoes.
To learn more about Ana, connect with her on LinkedIn.
AllGen Financial Advisors, Inc. is an independent, fee-based Registered Investment Advisor firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses make the most of their financial resources through financial planning and investment management.