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About Kayla Rae Fernandez, CFP®

Since 2020, Kayla has developed a financial advisory practice centered on working with individuals who share her core values. She partners with clients across diverse ages, ethnicities, and socioeconomic backgrounds, helping them pursue financial confidence and long-term goals.

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A proud alumna of Santa Clara University’s Leavey School of Business, Kayla places a strong emphasis on professional growth and education. Within three years of starting her career, she earned the Certified Financial Planner™ certification — a certification attained by approximately only one-third of advisors in the United States.  She is proud to be among the roughly 24% of CFP® professionals who are women. Kayla is also proud to serve as a member of the firm's Investment Committee, contributing to portfolio strategy and market research. 

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In her free time, Kayla loves being with family and friends, staying active through running and snowboarding, diving into a good book, and giving back as a coach with Special Olympics Northern California.

Kayla Rae Fernandez, CFP® 
Financial Advisor

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This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy.  There is no guarantee that any investment strategy will generate a profit or even a loss.  Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”
 

The 2024 CNBC FA 100 ranking was published on October 2, 2024. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. CNBC requires firms to pay a licensing fee for the use of the CNBC FA 100 logo in marketing materials.

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