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Erick Fernandez Senior Investment Advisor Associate
Fun Fact
I played Rugby (forward, second row) in high school on a team that went on to win a State Championship. I also played in college and won a Rookie of the Year award.
Highlights
START DATE
Industry: 2021
KAR: 2026
EDUCATION
B.A. in English Literature, University of Illinois
PRIOR WORK EXPERIENCE
Client Service Advisor – CorePath Wealth Partners
High Net Worth Service Associate – Fidelity Investments
Client Relationship Specialist – Charles Schwab & Co.
Retirement Plan Specialist – The Vanguard Group
| Q: | What Do You Enjoy Most About Your Job? |
| A: | I enjoy being a resource to our clients by helping them navigate their journey and building meaningful, lifelong relationships along the way. I take tremendous pride in knowing we can make a difference in our clients' lives. |
| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | The talented team I get to work with every day. Everyone brings their own unique skillset and perspective to the team.
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| Q: | What Are You Involved in Outside of Work? |
| A: | I enjoy spending time with my children and supporting their extracurricular activities, such as art, dance, music, soccer, or swim. In my free time, I enjoy hiking, golfing, and traveling. |
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