Lee Hernandez

About Lee Hernandez

My practice is intentionally structured to serve individuals and families who view wealth not simply as opportunity, but as responsibility. Over time, my practice has become focused on serving individuals and families with substantial, or rapidly growing, wealth who are navigating increasing complexity. Significant taxable portfolios, multi-generational planning, income design, tax coordination, and charitable intent all require thoughtful integration. At a certain level, wealth management becomes less about product selection and more about disciplined coordination. My role is to help clients manage that complexity with clarity and intention by aligning investment strategy, tax planning, risk management, and long-term legacy planning into one cohesive system. The families I serve tend to share common traits: • Long-term orientation • Respect for disciplined risk management • Commitment to stewardship • Desire to align wealth with personal values and community impact As a CFA charterholder, Certified Financial Planner™ professional, and CPA, I bring an integrated perspective across investments, taxation, and financial planning while always acting as a fiduciary. At Firmament Financial, relationships are built for decades, not market cycles.

Experience

1. Board Member, Treasurer

   Cfa Society Nevada

   Oct 2012 — Present

   Advancing CFA Institute\'s mission locally by leading the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Education

• Columbia Business School

  MBA, Accounting, Finance

  2006 — 2008

• Wesleyan University

  BA, Economics, Government

  1996 — 2000

Skills

• Equities
• Finance
• Valuation
• Due Diligence
• Analysis
• Strategic Planning
• Financial Analysis
• Capital Markets
• Corporate Finance
• Business Strategy
• Trading
• Investment Banking
• Economics
• Mergers & Acquisitions
• Energy
• Mergers
• Financial Modeling