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Suarez Financial Planning Group
Fernando Suarez
Founder & Wealth Management Advisor|CFP®, ChFC®, CLU®
Dream BIG. Feel SECURE.
Our mission is to inspire action and maximize potential. Through financial planning, we help people take care of their families, realize their dreams, and feel confident about their future. For over 30 years I have committed to long term partnerships with my clients.
Our team works with physicians, professionals and business owners to define their goals and develop strategic financial plans to help realize those goals. We offer comprehensive financial planning, fee-based financial planning, and investment services.
No matter what stage of life they are in, from wealth accumulation, to retirement, to legacy and estate planning, our clients know they don't have to spend time worrying about finances.
Fernando Suarez, CFP®, ChFC®, CLU®
Wealth Management Advisor and Managing Director,
Northwestern Mutual-San Antonio
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4