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. With more than 25 years of experience in personal financial services, Ana brings a deep understanding of how life transitions affect financial decisions. Her work is centered on helping pre-retirees and retirees move forward with clarity, confidence, and purpose during important life changes.
Ana is a CERTIFIED FINANCIAL PLANNER™ professional, a Series 65 Investment Advisor Representative, and holds a Bachelor of Fine Arts from Wesleyan College in Macon, Georgia. She completed the 12-month core training program at the Financial Transitionist Institute to further develop her skills in supporting clients through retirement, loss of a spouse, inheritance, divorce, or the sale of a business.
A resident of Orlando since 1982, after moving from Queens, New York, Ana has long been active in the community through service and support for causes related to financial literacy and financial empowerment. She is also a member of the Financial Planning Association, the FPA Central Florida Chapter, and the Accounting & Financial Women’s Alliance and its Central Florida Chapter. Ana was a top 10 finalist for the Walt Disney World Resort Ambassador program.
Outside of work, Ana and her spouse have been together for 27 years and recently welcomed Buddy, their rescue dog, who joined the family at eight months old. They enjoy exploring national and state parks and following WNBA star Caitlin Clark, MLB baseball, college football, and playing dominoes at family gatherings.
To learn more about Ana, connect with her on LinkedIn.
Credentials
- 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
- Bachelor of Fine Arts, Wesleyan College, Macon, GA