Hernan Fonseca

Hernan Fonseca
Vice President Financial Advisor Truist Investment Services, Inc.

401 East Jackson St

19th floor,

Tampa, FL 33602

Hernan.fonseca@truist.com

Phone 813-224-2057

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About me

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

Education

Master of Business Administration
Nova Southeastern University 1999
Bachelor of Arts
Boston University 1992

Personal Interests

Hernan has been a Porsche High-Performance Instructor since 2012.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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