Joe Fernandez
Fendz Asset Management, Inc.
Coral Gables,
Florida
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Contact
How to contact
305-562-1944
Professional Profile
Call Me When
A client needs a fiduciary adviser to oversee the sale of their business and wealth management needs during and after exit.
Professions
Investor
M&A Intermediary
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Capital markets
Charitable giving
Entrepreneurship
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Management succession
Philanthropy
Private equity
Private placements
Real estate
Retirement
Sales
Sell side/Divestiture
Strategic planning
Transaction advisory
Transaction intermediary
Trusts
Exit/Transition Planning
Worker cooperatives
Sustainability
Business Focus
Holistic wealth management with new focus on exit planning for companies valued from $10MM to $100M
Professional Certification
CEPA, Series 65 and 2-15 Insurance licensed.
Transition Planning Certification or Methodology
I am a Certified Exit Planning Advisor (CEPA), Series 65 and 2-15 licensed Financial Consultant with 29 years of experience..
Client Industries
Business Services
Financial Services
Client Results
Looking to build strong exit planning team in Miami and Florida Keys.
Chapter information
Membership
Miami Individual
Member since
Member for 1 year
Chapter Leadership Role
President, Launch Committee
Why I'm a Member of XPX
As financial adviser for 28 years and owner of RIA, I now have a passion to assist business owners exit their businesses.
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