Ana Fernandez, CFP, Financial Planner, Orlando

Ana Fernandez, CFP®, is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. With over 20 years of experience in personal financial services, formerly with Heritage Financial Services, Inc. and AXA Advisors, LLC/Equitable Life Insurance Company, Ana has a wealth of knowledge and proficiency. As a dedicated team member since 2010 who is also bilingual in English and conversational in Spanish, she effectively serves a diverse clientele. 

Ana received a Bachelor of Fine Arts from Wesleyan College in Macon, GA, holds the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards, and is a Series 65 Investment Advisor Representative Licensee. A resident of Orlando since moving from Queens, New York, in 1982, Ana has been actively involved in the community, serving on the Board of Directors for multiple organizations, including the Victim Service Center of Central Florida, Harbor House, Christ Church Unity, and the Hispanic Chamber EXPO Committee. Additionally, she was part of Prospera (formerly HBIF). Ana is an active member of the Financial Planning Association and the FPA of Central Florida, and was a top 10 finalist for the Walt Disney World & Resort Ambassador. Outside of her professional life, she enjoys attending performances at the Mad Cow Theatre and supporting the arts. To learn more about Ana, connect with her on LinkedIn.

Credentials