George Fernández

Director of Financial Planning | Elevating the Client Journey

Role
Director of Financial Planning at Nottingham Financial Group
Location
Overland Park, KS, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About George Fernández

Elevating Financial Planning to Bring Clarity and Confidence to Every ClientThanks for stopping by my profile! I’m the Director of Financial Planning at Nottingham Wealth Group, where my focus is simple: help clients connect their financial decisions with what matters most in life. After more than two decades in financial services, I’ve learned that the best financial plans happen where the technical side of money meets the human side of meaning. That’s where clarity, confidence, and purpose take shape. I hold two core beliefs about financial planning:• There’s a plan for every future.• Financial planning lives at the intersection of the importance of money in your life and the things that matter most. Across my career in banking, wealth management, and financial planning, I’ve partnered with clients, advisors, and firm leaders to align financial decisions with their goals and values. That alignment creates something powerful: stronger relationships, lasting clarity, and genuine peace of mind. At Nottingham, our team takes the time to listen carefully, understand your goals, and design strategies that evolve with you. Every plan is personal, and every client deserves to feel confident about their financial future. If you value clarity, connection, and purpose in your financial planning, I’d love to connect.

Experience

  1. Director of Financial Planning

    Nottingham Financial Group

    Nov 2025 — Present · Syracuse, NY, US

Education

  • MidAmerica Nazarene University

    Master of Business Administration (M.B.A.), Business

  • Johnson County Community College

    Associate’s Degree, Liberal Arts and Sciences, General Studies and Humanities

  • MidAmerica Nazarene University

    Bachelor’s Degree, Human Resource Management

Skills

  • Vendor Relationship Management
  • Strategy
  • Mortgage Underwriting
  • Investments
  • Teamwork
  • Asset Allocation
  • Banking
  • Home Equity Lines of Credit
  • Series 66
  • Nonprofit Organizations
  • Retail Banking
  • Series 7
  • Client Education
  • Leadership
  • Management
  • Credit Management
  • Investment Management
  • Financial Education
  • Home Equity Loans
  • Team Leadership
  • Financial Advisory
  • Insurance
  • Series 24
  • Product Development
  • Life Insurance
  • Finance
  • Strategic Financial Planning
  • Retirement Planning
  • Business Strategy
  • Cross-Functional Team Leadership
  • Financial Services
  • Financial Planning
  • Mortgage Lending
  • Business Development
  • Training & Development
  • Wealth Management
  • Loan Origination
  • Loans
  • Public Speaking
  • Estate Planning

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

George Fernández — Director of Financial Planning at Nottingham Financial Group in Overland Park, KS, US | Unifers