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
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
Director of Financial Planning
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
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