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MEMBER PROFILE

 

Ray Fernandez

Harvest Point Advisory, LLC

 

Member profile details

Membership level
Houston Individual
First name
Ray
Second name/initial
J
Last name
Fernandez
Suffix
Jr
Title
Founder
Company
Harvest Point Advisory, LLC
 

CONTACT INFORMATION

City
Katy
State
Texas
 

PROFILE INFORMATION

Call me when
Wealth Management / Private Equity / Alternative Investments / Family Office
Why I/we support XPX
Exit Planning / Collaborate Like Minded Professionals
Profession
  • Accountant
  • Consultant
  • Insurance
  • Investor
  • Wealth Manager
Functional Expertise
  • Bookkeeping
  • Business development
  • Capital markets
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Private equity
  • Private placements
  • Tax
  • Transaction advisory
  • Transaction intermediary
Client Industry(ies)
  • Business Services
  • Financial Services
  • Real Estate/Construction
  • Software/Internet
Professional Certification(s)
CPA, CFP, CM&AA, CBEC, CVGA
Transition Planning Certification or Methodology
CBEC
In Business Since
2025
How to contact
rayjfernandezjr@gmail.com
Business Focus
Exit Planning & Sell Side M&A Support, Value Growth Services
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