Carlos Fernandez has been in the financial services industry since 2002. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their financial objectives.

Carlos’ approach to wealth management is client centered, consultative and committed to excellence. First, he develops a deep understanding of the financial needs of each client and their family. Then he develops asset-allocation recommendations designed to accurately reflect each client’s income and growth expectations. And finally, he and his team periodically follow up with the client in order to help ensure that the financial strategy implemented continues to accurately reflect the client’s personal financial goals and objectives.

Carlos has a clear understanding of the financial needs of international clients; therefore, his analysis and recommendations take into consideration relevant aspects such as currency hedging against devaluations, financial privacy and confidentiality, capital preservation and legacy planning.

Carlos is a 1997 graduate of Instituto Tecnológico de Monterrey, with a B.S. in engineering. He earned a master’s in finance from the Instituto Tecnológico de Monterrey in 2001, and in 2002 he earned an M.B.A. from Pepperdine University. He and his wife, Chantal, are originally from Mexico City and live in El Paso, Texas, with their three children: Chani, Diego and Sebastian.