top of page

Mario R. Hernandez, CFP

 Mario Hernandez has been a Certified Financial Planner (CFP) since 1994 and brings a vast amount of experience in the financial planning and investment management business. Mario previously headed up the wealth management division at Gemmer Asset Management LLC and, provided clients with holistic planning and helped prepare them for retirement.​ Mario is a member of the Kiplinger Advisor Collective,  an exclusive professional organization for advisors, managers, and executives in personal finance. and currently writes a column on retirement for and has been quoted in several national magazines, including, Real Simple, NerdWallet, and US News and World Report. Mario earned a Bachelor of Science Degree in Accounting and Finance from Cal State University, Hayward, and a master’s degree in Financial Planning from Golden Gate University. In addition, Mario holds insurance licenses in multiple states, including the State of California.

Jose Flores
Operations Associate

Picture and Bio coming soon


bottom of page