Hernandez Financial
About the company
Jesse Hernandez Jr. dba Hernandez Financial is a Fee-Only Registered Investment Advisor located in Central Washington. It’s founder Jesse Hernandez Jr., has been a Financial Advisor since 1999. He spent the first eleven years with Waddell & Reed a Kansas City based investment firm. Jesse left Waddell & Reed at the end of 2010 to start his own independent registered investment advisor firm. As an independent advisor Jesse is able to focus more on his clients needs through personal financial planning. Jesse holds the CMFC designation (Charter Mutual Fund Counselor) he earned from the College for Financial Planning in 2002. To earn the designation he was required to complete a year long course of study focused on the inner workings of mutual funds and how to help clients choose the appropriate funds for their portfolios. To keep the designation he is required to earn continuing education credits in mutual funds and investing. Jesse works for his clients only and not for a mutual fund company. He is only compensated by his clients.
Jesse Hernandez Jr. dba Hernandez Financial is a Fee-Only Registered Investment Advisor located in Central Washington. It’s founder Jesse Hernandez Jr., has been a Financial Advisor since 1999. He spent the first eleven years with Waddell & Reed a Kansas City based investment firm. Jesse left Waddell & Reed at the end of 2010 to start his own independent registered investment advisor firm. As an independent advisor Jesse is able to focus more on his clients needs through personal financial planning. Jesse holds the CMFC designation (Charter Mutual Fund Counselor) he earned from the College for Financial Planning in 2002. To earn the designation he was required to complete a year long course of study focused on the inner workings of mutual funds and how to help clients choose the appropriate funds for their portfolios. To keep the designation he is required to earn continuing education credits in mutual funds and investing. Jesse works for his clients only and not for a mutual fund company. He is only compensated by his clients.
Jesse Hernandez Jr. dba Hernandez Financial is a Fee-Only Registered Investment Advisor located in Central Washington. It’s founder Jesse Hernandez Jr., has been a Financial Advisor since 1999. He spent the first eleven years with Waddell & Reed a Kansas City based investment firm. Jesse left Waddell & Reed at the end of 2010 to start his own independent registered investment advisor firm. As an independent advisor Jesse is able to focus more on his clients needs through personal financial planning. Jesse holds the CMFC designation (Charter Mutual Fund Counselor) he earned from the College for Financial Planning in 2002. To earn the designation he was required to complete a year long course of study focused on the inner workings of mutual funds and how to help clients choose the appropriate funds for their portfolios. To keep the designation he is required to earn continuing education credits in mutual funds and investing. Jesse works for his clients only and not for a mutual fund company. He is only compensated by his clients.
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Reviews ( 1 )
Overall rating
5
1 Reviews
Expertise
Accuracy of Cost Estimates
Value for Money
Communication
Accuracy of Timeline
Financial Assistance for Our Company
Published: June 21, 2013
The Project
Accounting
Completed
Sep 2012 - Jun 2013
25000-50000 USD
Anonymous
Team Director
Financial services
50 - 249 employees
Overall rating
5
Expertise
5Accuracy of Cost Estimates
4Communication & Responsiveness
5Accuracy of Timeline
5Value for Money
4Willingness to Refer
Summary
Overall, we are highly satisfied with Hernandez Financial’s partnership, as they have effectively helped us manage customers and payments, providing great value for the cost.
Project Description
Our partner provided valuable support in managing our customer interactions and financial transactions, acting as a reliable assistant in our daily operations.
Pros
Hernandez Financial has been instrumental in keeping our customers satisfied and increasing our profits.
Cons
There are no significant areas for improvement or changes that could have been made by the service provider.
Switched from another provider?
yes
Considered other providers?
yes
Offices
Headquarter
Sunnyside, 451 S. 6th Street
Area served
Media
No Media yet
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