Fernando Suarez, CFP®, ChFC®, CLU®

Wealth Management Advisor

Professional

Since 1984, Fernando has helped people take care of their families, realize their dreams, and feel confident about the future. Fernando joined Northwestern Mutual as an intern while pursuing his BBA in finance from the University of Houston. After graduating, he built a successful practice in Houston.

In 1995, Fernando relocated to start the San Antonio office and serve as Managing Director. In this role he recruits, trains, and develops up-and-coming advisors to expand the impact of financial planning in our community. Fernando also works with select clients as a Wealth Management Advisor and fee-based financial planner.

Memberships and Associations


Professional Designations/Certifications

Fernando has earned the designations/certifications of CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), as well as Chartered Financial Consultant (ChFC®).

CERTIFIED FINANCIAL PLANNERTM (CFP®)

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

The Chartered Financial Consultant (ChFC®) designation focuses on an organized way to collect and analyze information on a client's total financial situation; to indentify and establish specific financial goals; and to formulate, implement, and monitor solutions to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to provide financial services for their clients.

 

 

Awards and Recognition

 

Million Dollar Round Table Life Member 2017-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Provisional Member 1990, 1992

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1993-1994, 2003, 2005-2006, 2010, 2012

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2013-2016, 2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011, 2013, 2015

Award recognizing commitment to excellence in service to clients and industry

 

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