Frank Fernandez

President

Frank Fernandez has been in the financial industry for more than 25 years as a manager and financial advisor with some of the industry’s most prestigious companies. His main office location is in the county of Los Angeles and accommodates clients in a total of 9 states. He holds several investment licenses and can offer a multitude of products and services to his clients.

Our main effort is to create a comfortable environment for our clients as we plan for their financial and protectionary needs. We can create plans designed around your unique situation and goals. Our experience in the industry and our focus on what’s in the best interest of our clients is at the core of our business. 

Frank enjoys spending time with his 4 daughters, outdoor activities and hanging out at the beach whenever possible. He’s a big sports fan and enjoys finding great new restaurants.

Judith Gonzalez

Sales Assistant

Judith comes to us with extensive management experience, great personal skills and is also bi-lingual speaking both Spanish and English. She handles many of our administrative needs and brings a high level of customer service to our clientele.  She enjoys the outdoors and traveling when possible.