About

Armando Fernandez

Life's easy again.

Armando Fernandez has been in the financial services industry since 2002 when he obtained his insurance, mortgage and securities licenses. Since then, he has been helping families and business owners implement powerful, common sense strategies designed to protect and grow their assets. He opened his practice; Portfolio Square in 2015, focusing on helping business owners manage their employer sponsored retirement plans and individuals seeking to make wise money decisions. He believes that by listening carefully and learning what's truly important to his clients, he can help create custom plans that help them pursue their goals, and work towards successful outcomes.

Attention to detail, good listening skills and great empathy are symbols of his appreciation for his clients. He is supported by a team of experienced professionals in the areas of administration, group benefits, tax, and legal field. This comprehensive approach allows for him to create more target solutions and build long-term relationships with his growing client base. His affiliation to LPL Financial, one of the leading financial services companies in the country for independent advisors, gives him access to LPL's substantial resources, offering him the stability and support needed in an ever changing and heavily regulated industry.

Before entering the financial services industry Armando worked in logistics, first in New York City, then in Miami, FL. Armando obtained a BBA degree from the City University of New York’s Baruch College, where, between classes, he worked full time and served separate terms of active duty and reserves with the United States Marine Corps, having served during Operation Desert Storm. .

His focus is on employer sponsored retirement plans, wealth management, and retirement income planning. Armando is married to his lovely wife Wanda, has two beautiful daughters and a son. Outside of work he enjoys playing basketball (a little slower paced these days), volunteering in the community, and spending quality time with family and friends.

He enjoys taking on new clients and helping them create enduring strategies; helping make Life easy again.

Affiliations with LPL Financial :

LPL provides advisors with the tools, technology, and support they need to manage a successful practice. Backed by our substantial resources, your LPL advisor can focus on what he or she does best - provide you with prudent financial guidance and advice.

For more insight on how LPL Supports Financial Advisors with the tools, technology, and support they need to manage a successful practice follow this link: LPL Financial Advisors.

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