Javier Fernandez CPA®, MBA
Investment Advisor Representative
210-492-1627
210-492-1636
jfernandez@pws-texas.com
Javier Fernandez is an Investment Advisor Representative with Platinum Wealth Solutions at Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits for both publicly and privately held companies. Javier, a native of South Texas, graduated from St. Edward's University and received his MBA from UTSA. He began his career as a CPA, gaining valuable experience as an auditor and tax accountant focusing on corporate planning issues. With 9 years as an Investment Advisor Representative, Javier is qualified to address the diverse needs of his individual and business owner clients. His goal is to help clients identify and accomplish their financial objectives, which generally include, protecting their families and/or business, accumulating assets for retirement, and transferring wealth to loved ones.
Education
- St. Edward’s University- Business Administration, Accounting
- The University of Texas at San Antonio- Master of Business Administration
Professional Registrations
- Certified Public Accountant- CPA®
- Series 6, 63 & 65
Memberships & Affiliations
- Knights of Columbus- Member
- American Institute of Certified Public
- Accountants, AICPA- Member
Personal Data
When Javier is not busy helping his clients, he enjoys spending time with his young children and his lovely wife. His favorite season is the Fall, because that means football. He also enjoys exercising and reading about the latest automobile trends.