Andres Fernandez
Senior Vice President, Financial Advisor
CFP®, CEPA®
Contact Andres
Team Office
Andres’s Locations
Great Neck, NY 11021 (516) 439-5100
About Andres
Andres Fernandez is a Senior Vice President and Financial Advisor with the Kings Point Team at Wealth Enhancement, providing wealth management in the greater New York tri-state area (New York, New Jersey, and Connecticut) and Brentwood, Tennessee, while serving clients nationwide, including Florida, and internationally. As a fiduciary advisor, Andres has 15+ years of experience guiding high-net-worth and ultra-high-net-worth families and is a founding member of the Kings Point Team with close to $2 billion in assets under management. He specializes in investment management, retirement planning, tax strategy, and legacy planning, aligning portfolio construction with long-term goals, risk management, and multigenerational priorities.
Andres advises executives, entrepreneurs, and multigenerational families with complex financial planning needs, including international clients. He is bilingual in English and Spanish, supporting cross-border and multi-jurisdictional considerations through coordinated planning.
Prior to joining the Kings Point Team, Andres was a Vice President and Financial Consultant at Charles Schwab, where he ranked among the top three Financial Advisors nationwide for four consecutive years. Earlier in his career, he served as a Private Banker at JPMorgan Chase and worked for PNC Wealth Management, where he was a top performer in the Southeast region.
Andres earned an MBA in Financial Valuation and Investment Management from Lynn University and a B.S. in Business Administration and Marketing from Florida Atlantic University. He is involved with the Ticket to Dream Foundation and supports other organizations that provide essentials and opportunities to children, including the Boys & Girls Club and the Buddy Walk program.
Outside of work, Andres values time with family and friends.
Education
- BA - Business Administration and Marketing, Florida Atlantic University
- MBA - Financial Valuation and Investment Management, Lynn University
What we’re thinking about
What is a Fiduciary And How Can They Protect Your Future?
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