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Blog Posts

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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