Maritza Hernandez
Financial Planner - The Wise Investor Group of Raymond James
- Role
- Financial Planner at Raymond James
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Maritza Hernandez
I’m a seasoned Financial Planner with over a decade of experience guiding individuals, families, and non-profit organizations through the complexities of wealth management. My approach is deeply personal and values-driven — I believe financial planning is most impactful when it aligns with what matters most to my clients. Prior to joining Raymond James, I spent 10 years at Morgan Stanley, where I honed my expertise in financial strategy and client relationship management. I hold a Bachelor of Arts from Allegheny College and an MBA in Finance from Penn State University. As a Certified Financial Planner® (CFP®) and Certified Investment Management Analyst® (CIMA®), I bring a fiduciary mindset and a commitment to excellence across retirement planning, estate planning strategies, tax efficiency, insurance, and portfolio construction.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htmCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks \"CIMA,\" and \"Certified Investment Management Analyst.\" Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Experience
Financial Planner
Jul 2025 — Present
Education
Allegheny College
Bachelor of Arts (B.A.)
2009 — 2013
The University of Chicago Booth School of Business
Executive Education, Certified Investment Management Analyst Program
2025
Penn State University
Master of Business Administration, Finance
2020 — 2023
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