Ray J. Fernandez, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Ray J. Fernandez, Jr. CFP®

CPA/PFS, CM&AA,

Director, Transaction Advisory Services

abip CPAs & Advisors

1 Riverway
Houston, TX 77056
(713) 409-8033

General

Ray Fernandez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at abip CPAs & Advisors in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

More

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