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MEMBER PROFILE

 

Joe Fernandez

Fendz Asset Management, Inc.

 

Member profile details

Membership level
Miami Individual
First name
Joe
Second name/initial
L.
Last name
Fernandez
Title
Wealth Management Specialist
Company
Fendz Asset Management, Inc.
XPX Chapter Email Lists
  • Chicago News & Events
  • Miami News & Events
 

XPX ROLE

Leadership Role
President, Launch Committee
 

CONTACT INFORMATION

City
Coral Gables
State
Florida
 

PROFILE INFORMATION

Call me when
A client needs a fiduciary adviser to oversee the sale of their business and wealth management needs during and after exit.
Why I/we support XPX
As financial adviser for 28 years and owner of RIA, I now have a passion to assist business owners exit their businesses.
Profession
  • Investor
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Charitable giving
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Management succession
  • Philanthropy
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Sales
  • Sell side/Divestiture
  • Strategic planning
  • Sustainability
  • Transaction advisory
  • Transaction intermediary
  • Trusts
  • Worker cooperatives
Client Industry(ies)
  • Business Services
  • Financial Services
Professional Certification(s)
CEPA, Series 65 and 2-15 Insurance licensed.
Transition Planning Certification or Methodology
I am a Certified Exit Planning Advisor (CEPA), Series 65 and 2-15 licensed Financial Consultant with 29 years of experience..
In Business Since
1997
How to contact
305-562-1944
Business Focus
Holistic wealth management with new focus on exit planning for companies valued from $10MM to $100M
Client Results
Looking to build strong exit planning team in Miami and Florida Keys.
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