Advisor at Fernandez Wealth Management
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Firm
Fernandez Wealth Management
Location
Deland, FL
Credentials
Series 66
Industry experience
13 years
Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.
Based on Fernandez Wealth Management
$5,000 - $20,000 fixed fee for financial planning
$0 - $500,000: 1.50% $500,001+: 1.00%
$500 - $1,000 per hour
Deland, FL
Florida
Fernandez Wealth Management, LLC
2025 - Present (1 year)
Stetson University
2012 - Present (14 years)
Kovack Advisors, Inc
2012 - 2025 (13 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Deland, FL
Kehoe Investment Services, Inc
CFP®, Series 65
Deland, FL
Fernandez Wealth Management
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
CFP®, Series 63
Deland, FL
Fleishel Financial Associates, Inc.
Series 63, Series 65
Daytona Beach, FL
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