Carlos Hernandez

Wealth Advisor at Mariner Wealth Advisors

Carlos Hernandez is currently a wealth advisor at Mariner Wealth Advisors. Carlos previously worked at Mercer Advisors as an associate wealth advisor from November 2018 to February 2022. Prior to that, they were an investment advisor at Foresters Financial Services from December 2014 to November 2018.

Carlos has over eight years of experience in the financial industry. Carlos specializes in helping clients with retirement planning, investment management, and tax strategies. Carlos is committed to providing their clients with the best possible advice and service.

Carlos Hernandez has a Bachelor of Business Administration in Finance from The University of Texas at Arlington. Carlos is also a Certified Financial Planner (CFP) from the CFP Board.

Timeline

  • Wealth Advisor

    Current role

View in org chart