Ruben Hernandez, AIF, CPFA
Retirement Plan Advisor
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Background
As a Retirement Plan Advisor, Ruben enjoys educating both employers and employees about their Retirement Plan as well as other financial topics important to their planning. He earned his Bachelor’s Degree from California State University, Fresno in Education. Ruben’s background in Education is an asset to his clients as he is able to make a complicated topic, like 401(k)s, 403(b)s and other financial tools easy to understand. He teaches that small changes in spending habits today can make a huge impact later in life. Ruben is fluent in Spanish and offers his retirement planning knowledge to the Spanish-speaking community.
Ruben has earned the following designations – Certified Plan Fiduciary Advisor (CPFA®) and the Accredited Investment Fiduciary (AIF®).
When not working, you will find Ruben enjoying his time with his Wife and three daughters.
Advisor Location
701 University Avenue Suite 100 Sacramento, CA 95825
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
- Life, Disability and Long-Term Care Insurance