Ray Fernandez
Certified Public Accountant / Certified Financial Planner professional
Katy, Texas
About
Business title
CPA / PFS, CFP
Contact
How to contact
rayjfernandezjr@gmail.com
Professional Profile
Call Me When
Wealth Management / Private Equity / Alternative Investments / Family Office
Professions
Accountant
Consultant
Insurance
Investor
Wealth Manager
Functional Expertise
Bookkeeping
Business development
Capital markets
Estate planning
Fiduciary
Private equity
Private placements
Tax
Transaction advisory
Transaction intermediary
Exit/Transition Planning
Business Focus
CPA / Wealth Management / Private Equity / Family Office
Professional Certification
CPA, CFP
Client Industries
Business Services
Financial Services
Real Estate/Construction
Software/Internet
Chapter information
Membership
Houston Individual
Member since
Member for 2 years
Why I'm a Member of XPX
Exit Planning / Collaborate Like Minded Professionals
Make XPX Part of Your Business Plans
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