Fernando Suarez, CFP®, ChFC®, CLU®

Wealth Management Advisor

Dream BIG.  Feel SECURE. 

My mission is to inspire action and maximize potential. Through financial planning, I help people take care of their families, realize their dreams, and feel confident about their future. For over 30 years I have committed to long term partnerships with my clients. 

My team and I work with business owners, physicians, and other professionals to define their goals and develop strategic financial plans to help realize those goals.  We offer comprehensive financial planning, fee-based financial planning, and investment services

No matter what stage of life they are in, from wealth accumulation, to retirement, to legacy and estate planning, my clients know they don't have to spend time worrying about finances. 

                                                                                                             Fernando Suarez CFP Financial Planning San Antonio   

 

 

Fernando Suarez, CFP®, ChFC®, CLU®

Wealth Management Advisor and Managing Director,  Northwestern Mutual-San Antonio 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck