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Ana Fernandez

Ana Fernandez, CFP®

VP, Financial Planning
fernandez@allgenfinancial.com

About Ana

  • Joined AllGen in 2010
  • Orlando resident since 1982; moved from Queens, N.Y.
  • Bilingual; speaks English and conversational in Spanish

Credentials

  • Over 20 years of personal financial services experience
  • Certified Financial Planner™ Licensee from CFP® Board of Standards
  • Series 65 Investment Advisor Representative Licensee
  • Member of the Financial Planning Association and of FPA of Central Florida
  • Previous active involvements included: Board of Director for the Victim Service Center of Central Florida, Harbor House, Christ Church Unity, Hispanic Chamber EXPO Committee, Prospera (formerly HBIF)
  • Formerly with Heritage Financial Services, Inc; AXA Advisors, LLC/Equitable Life Insurance Company
  • Bachelor of Fine Arts, Wesleyan College, Macon, GA

Just for Fun

  • Paul Roldán 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 supporting the arts in general