Jefferson Fernandez
Financial Representative @Rise North Capital
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WORK HISTORY
Financial Representative @Rise North Capital
Braintree, MA, US
Helping educate individuals, business owners, and real estate professionals to provide personalized financial and retirement planning. My role involves helping clients make informed decisions around cash flow, investments, insurance, retirement strategies, advanced tax saving strategies, and long-term financial goals, while simplifying complex financial concepts and creating clear, actionable plans.
EDUCATION
Margarita Muniz Academy
High School Diploma
Northeastern University
Bachelor of Business Administration - BBA, Finance, Economics
ABOUT JEFFERSON FERNANDEZ
B.S. in Business Administration and Economics (Finance Concentration)Helping individuals and families plan for their financial future through thoughtful financial, retirement, and insurance planning. I focus on breaking down complex topics into simple, easy-to-understand strategies that align with each client’s goals. My goal is to serve as a trusted resource helping clients feel informed, prepared, and confident as their lives and priorities evolve, while building long-term relationships and guiding them through important financial decisions with clarity and transparency.Outside of work, I enjoy staying active through basketball & flag football—and yes, I’m a big Celtics fan
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