Benjamin Fernandez Joins Wilde Wealth Management Group as a Financial Professional
(TUCSON, Ariz. – August 12, 2021) – Wilde Wealth Management Group, an award-winning independent financial firm with offices in Scottsdale, Tempe, Glendale, Payson, Tucson and Indiana, is pleased to announce Benjamin Fernandez has joined Wilde Wealth Management Group as a financial professional. In his role, he will assist clients across Arizona with highly individualized financial needs as well as provide direction on the business and economic trends that affect them. Fernandez will work from the firm’s Tucson office, which is located 1610 E. River Road Ste. 116. This office is unique in that it is a joint office between Wilde and its two Tucson partners, JRS Wealth Management and Hallmark Financial.
“My aim is to guide clients through each financial stage of their life using a goal-based process, which includes evaluating clients’ current financial and life situations while analyzing their needs and assessing their risk tolerance,” says Fernandez.
A Tucson native and Salpointe Catholic High School alum who earned his bachelor’s degree from the University of Arizona, Fernandez has more than 20 years of experience in the field, including extensive work with businesses of all sizes and affluent, high-net-worth individuals. Prior to joining Wilde Wealth, Fernandez served as both vice president and as a financial consultant with BBVA Investment Services. He also spent eight years as regional investment platform manager for the firm, overseeing 144 banking centers across four states and mentoring more than 250 licensed bankers/advisors. Fernandez is an InFRE- Certified Retirement Counselor CRC® and holds Series 7, 24, 63 and 65 securities registrations.
“I was inspired into the business from a young age, as my father actually opened the first Dean Witter office – now Morgan Stanley Dean Witter – in Tucson in 1970. Watching how he helped people made me want to do the same thing,” says Fernandez.
Fernandez made the decision to align with Wilde Wealth given their shared belief in a holistic approach to planning and ethical business practices.
“Wilde shares my approach in working with clients in that we are focused on offering boutique, customized investment planning advice based on all of the pieces of a person or family’s financial puzzle,” says Fernandez. “We take into account legal, tax, risk management, family services, real estate and insurance versus working in a silo,” says Fernandez.
Fernandez also points to Wilde’s commitment to the community – including volunteerism and financial support to organizations including Child Crisis Arizona, Junior Achievement of Arizona, Chrysalis, Sunshine Acres, Scottsdale 20-30 and many more – as a deciding factor in joining the team. Currently, Fernandez serves as a member of the advisory board for Make-A-Wish Southern Arizona and on the executive committee for the Leukemia & Lymphoma Society (LLS) Light the Night Walk.
“After my daughter, Amber, was diagnosed with Acute Myeloid Leukemia in 2011 at just 7 years old, we were lucky enough to work with Make-A-Wish to grant her a wish,” says Fernandez, noting today his daughter is cancer-free and a senior in high school. “I began my journey with both Make-A-Wish and LLS after seeing the positive impact both organizations had on my own child and family.”
Similarly, Fernandez served for several years as member of the Phoenix Children’s Hospital Planned Giving Advisory Committee after his daughter received critical care at the hospital. He is also a past board member and volunteer with DM50, which is a nonprofit, volunteer group that advocates for Davis-Monthan Air Force Base and its airmen.
“DM50 has raised more than $1.5 million for initiatives to improve the quality of life for military personnel at Davis-Monthan and to protect the future of the Base and to expand its vital missions here in Southern Arizona,” says Fernandez.
When not working or volunteering, Fernandez enjoys spending time with both Amber and his son, Benjamin Jr., as well as training for and competing in half marathons.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house
Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as the “Best-In-State Wealth Advisors” and has been named to Barron’s “List of Top 1,200 Advisors” annually for 13 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has six offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Tucson and Payson as well a satellite branch in Terre Haute, Ind. The firm also has affiliate partners across the Southwest. For more information, visit www.wildewealth.com.
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1610 East River Road Suite 116 Tucson, AZ 85718
Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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