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

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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