Background
Life can be complicated, there are complex financial decisions to be made that will ultimately impact your vision of tomorrow and the type of plan you will implement to support your retirement, legacy, and philanthropy. You need a partner who understands you and has the solutions, vision, experience, and expertise to help you pursue your goals and protect those that matter most. With 32 years of assisting families, business owners, and large institutions, while serving as National Sales Manager to Nationwide Financial.
Hernan and the Truist team are dedicated to bringing a planning process that provides our clients with a clear picture of how all the financial and non-financial pieces of the financial puzzle fit together to pursue their goals.
Hernan began his career in 1993 in St. Petersburg, FL, as a Financial Advisor with Merrill Lynch, where he completed the company's proprietary designation, Certified Financial Manager. Hernan earned his BA from Boston University and his MBA from Nova Southeastern University. He also attended three Executive Education programs at Harvard Business School and earned his Certified Business Coach designation in 2011. He also served in the United States Navy Reserve.
Investment
Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Personal Interests
Hernan has been a Porsche High-Performance Instructor since 2012.