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Erick Fernandez is a financial advisor who has been in the industry for over a few years. Erick is registered with CorePath Wealth Partners LLC and has a current registration as a Registered Representative in Arizona. He is also licensed to provide investment advice in the state of Arizona. Erick has experience working in the financial services industry, including at Charles Schwab & Co., Inc. and Fidelity Investments. Erick is a specialist in portfolio management for individuals and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
02/12/2025 - Present
Corepath Wealth Partners LLC (SCOTTSDALE AZ)
Active
Inactive
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