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Benjamin Fernandez, CRC®

Benjamin Fernandez, CRC®

 

Financial Professional

Ben Fernandez has been serving clients in the financial services industry for over 20 years. Prior to joining Wilde Wealth in August 2021, Ben served as both vice president and as a financial consultant with BBVA Investment Services. He also spent eight years as regional investment platform manager for the firm, overseeing 144 banking centers across four states and mentoring more than 250 licensed bankers/advisors.

 

Currently, Fernandez serves as a member of the advisory board for Make-A-Wish Southern Arizona and on the executive committee for the Leukemia & Lymphoma Society (LLS) Light the Night Walk. Similarly, Fernandez served for several years as member of the Phoenix Children’s Hospital Planned Giving Advisory Committee after his daughter received critical care at the hospital. He is also a past board member and volunteer with DM50, which is a nonprofit, volunteer group that advocates for Davis-Monthan Air Force Base and its airmen.

 

A Tucson native and Salpointe Catholic High School alum who earned his bachelor’s degree from the University of Arizona, Fernandez has more than 20 years of experience in the field, including extensive work with businesses of all sizes and affluent, high-net-worth individuals. “My aim is to guide clients through each financial stage of their life using a goal-based process, which includes evaluating clients’ current financial and life situations while analyzing their needs and assessing their risk tolerance,” says Fernandez.

Fernandez is an InFRE- Certified Retirement Counselor CRC® and holds Series 7, 24, 63 and 65 licenses. When not working or volunteering, Fernandez enjoys spending time with his daughter, Amber, and his son, Benjamin Jr., as well as training for and competing in half marathons.