Lee Hernandez Cfa Cfp Cpa Email & Phone Number | As the Owner & President of Firmament Financial, I specialize in providing bespoke wealth management solutions to high net worth individuals and families dedicated to living purposefully and contributing to society. With over 24 years of experience in finance, I hold the CFA charter, CFP, and CPA designations relevant for investment management, financial planning, and accounting, respectively. I earned my MBA from Columbia University with dual concentrations in both finance and accounting. Throughout my career, I have served in various leadership roles including CFO, corporate finance team leader, investment banker, and consultant, which has equipped me with a comprehensive understanding of financial strategies and capital market dynamics. My diverse background allows me to uniquely offer my clients a holistic and strategic approach to wealth management, using precision and integrity to meet their financial goals. At Firmament Financial, we prioritize building long-term relationships based on trust, transparency, and tailored financial advice that serves our clients in creating their best lives not only for themselves, but for those whose lives they also impact and improve. Our mission is to help our clients achieve and maintain financial security and growth, leveraging my extensive expertise and the firm's innovative solutions.

Lee Hernandez Cfa Cfp Cpa

As the Owner & President of Firmament Financial, I specialize in providing bespoke wealth management...
Reno, Nevada, United States

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Lee Hernandez Cfa Cfp Cpa’s Email lee.hernandez@firmamentfinancial.com

Lee Hernandez Cfa Cfp Cpa’s Phone Numbers +1 775-827-****

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Lee Hernandez Cfa Cfp Cpa’s Location Reno, Nevada, United States

Lee Hernandez Cfa Cfp Cpa’s Current Industry The Empowerment Center Firmament Financial Cfa Society Nevada

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Work Experience

The Empowerment Center

Board Member

2023-08-01 00:00:00 - Present

Firmament Financial

Owner, President, Founder

2019-05-01 00:00:00 - Present

Cfa Society Nevada

Board Member, Treasurer

2012-10-01 00:00:00 - Present

Catholic Charities Of Northern Nevada

Interim Chief Financial Officer

2024-03-01 00:00:00 - 2024-06-01 00:00:00

Lumos And Associates

Chief Financial Officer

2021-11-01 00:00:00 - 2024-03-01 00:00:00

University Of Nevada Reno College Of Business

Lecturer of Finance

2020-08-01 00:00:00 - 2021-06-01 00:00:00

Monarch Casino And Resort

Vice President of Strategic Planning and Analysis

2018-04-01 00:00:00 - 2020-01-01 00:00:00

The Aes

Director Strategic Business Planning and Analysis

2015-01-01 00:00:00 - 2018-04-01 00:00:00

Nrg Energy

Senior Financial Analyst

2010-04-01 00:00:00 - 2010-11-01 00:00:00

Deutsche Bank

Associate

2009-05-01 00:00:00 - 2010-04-01 00:00:00

Merrill Lynch

Associate

2008-09-01 00:00:00 - 2009-05-01 00:00:00

Icf International

Senior Associate

2006-01-01 00:00:00 - 2006-04-01 00:00:00

Skills

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Languages

No Languages Available

FAQ About Lee Hernandez Cfa Cfp Cpa

Lee Hernandez Cfa Cfp Cpa is located at
Reno, Nevada, United States

Lee Hernandez Cfa Cfp Cpa is a As the Owner & President of Firmament Financial, I specialize in providing bespoke wealth management solutions to high net worth individuals and families dedicated to living purposefully and contributing to society. With over 24 years of experience in finance, I hold the CFA charter, CFP, and CPA designations relevant for investment management, financial planning, and accounting, respectively. I earned my MBA from Columbia University with dual concentrations in both finance and accounting. Throughout my career, I have served in various leadership roles including CFO, corporate finance team leader, investment banker, and consultant, which has equipped me with a comprehensive understanding of financial strategies and capital market dynamics. My diverse background allows me to uniquely offer my clients a holistic and strategic approach to wealth management, using precision and integrity to meet their financial goals. At Firmament Financial, we prioritize building long-term relationships based on trust, transparency, and tailored financial advice that serves our clients in creating their best lives not only for themselves, but for those whose lives they also impact and improve. Our mission is to help our clients achieve and maintain financial security and growth, leveraging my extensive expertise and the firm's innovative solutions.

Lee Hernandez Cfa Cfp Cpa currently works in the The Empowerment Center | Firmament Financial | Cfa Society Nevada |

No Languages Available

Lee Hernandez Cfa Cfp Cpa has prior
experience in the following industries:
Catholic Charities Of Northern Nevada | Lumos And Associates | University Of Nevada Reno College Of Business | Monarch Casino And Resort | The Aes | Nrg Energy | Deutsche Bank | Merrill Lynch | Icf International

Lee Hernandez Cfa Cfp Cpa has the following professional experience:
The Empowerment Center | Firmament Financial | Cfa Society Nevada | Catholic Charities Of Northern Nevada | Lumos And Associates | University Of Nevada Reno College Of Business | Monarch Casino And Resort | The Aes | Nrg Energy | Deutsche Bank | Merrill Lynch | Icf International