Fernando Suarez, CFP®, ChFC®, CLU®

Wealth Management Advisor

My Team

We are committed to providing exceptional service to help our clients realize their dreams and achieve financial security.


Cathy C. Suarez

Chief Growth Officer
Office 210-616-0900

Kathryn Flores Perez

Client Service Manager

As Manager of Operations & Client Services, Kat is the main point of contact and liaison for Fernando Suarez. 

Kat is passionate about helping people and making an impact with every life she touches. She has a diverse background. She also spent over 20 years in the corporate world at AT&T, and has also been a business owner. She is an avid runner, who has completed several marathons. She also volunteers with many organizations, and is passionate about raising awareness for Alzheimer's, in honor of her mother and grandmother. Kathy is married to Steve and they have three sons. 



Kay Flores

Operations Associate
Office 210-616-0900

Roxana Navil Garcia

Operations Assistant
Office 210-446-5707

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