Fernando Rugerio

Figuring out your personal finances can feel overwhelming. My job helps take away that stress. Despite financial goals being a priority for people, studies show that they're often put off until the last minute. I take the time to listen, understand your current situation and focus on creating a strategy that works to meet your financial goals through using our established process. Together, we work to analyze, prioritize and execute your plan. By focusing on what is most important to you and the things you can control, I help to create a long-term strategy that is personalized, responsive to change...