Suarez Financial Planning Group
Fernando Suarez
Founder & Wealth Management Advisor|CFP®, ChFC®, CLU®
Professional
Since 1984, Fernando has helped people take care of their families, realize their dreams, and feel confident about the future. Fernando joined Northwestern Mutual as an intern while pursuing his BBA in finance from the University of Houston. After graduating, he built a successful practice in Houston.
In 1995, Fernando relocated to start the San Antonio office and serve as Managing Director. In this role he recruits, trains, and develops up-and-coming advisors to expand the impact of financial planning in our community. Fernando also works with select clients as a Wealth Management Advisor and fee-based financial planner.
Memberships and Associations
- President, Northwestern Mutual Managing Director Association
- Member Financial Planning Association of San Antonio & South Texas
- Member San Antonio Estate Planners Council
- Member Finseca
Professional Designations/Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Awards and Recognition
- Leukemia & Lymphoma Society - 2010 Man on the year
Personal
I am originally from Colombia but I've spent most of my life in Texas. I moved here when I was 17 to attend University of Houston. I spent 10 years in Houston and I've been in San Antonio since 1995.
I enjoy spending time with my beautiful wife Cathy, and my awesome kids, Alejandro and Laura. Together we have lots of laughs! We love to dance, barbeque, watch movies, go to the theater, travel, and explore other cultures. I am passionate about running and all things fútbol.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Cathy C Suarez
Partner and Financial Advisor
Cathy empowers and inspires people to achieve more than they thought was possible, so they can dream BIG and worry less about the future. Cathy is originally from NY. She enjoys volunteering, dancing, and traveling. She's been to more than 35 countries and speaks 5 languages-so far. She's currently brushing up on French and studying Arabic.
Daniel Reller
Financial Planning Analyst and Investment Specialist
Karina Velez
Director of Recruitment
Sabrae Fuentes
Associate Financial Representative
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
