Edwin ‘Eddie’ S. Fernandez

CPA/PFS, Managing Partner

Edwin “Eddie” Fernandez, as a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), serves as a financial advisor to his clients by helping them make smart choices about their money. He has over 20 years in the financial services industry working with individuals, families, professionals, and business owners. Eddie's goal is to always put his clients first and help them to be confident that they are making informed financial decisions that are based and aligned with their deepest held values. Eddie uses a unique approach to allow his clients to explore what is truly important to them thus helping his clients to work toward the quality of life and financial success they seek, and to feel confident their “Financial House” is in order.

Eddie grew up as one of eight children in Santa Fe learning early on the importance of financial planning. Eddie is a devoted husband to his wife Trish of 15 years. They have 3 daughters Ali, Mikayla, and Anelisa. He enjoys spending time with his family fishing and camping. Eddie is an active member of his church and community and is a huge sports fan.