Paul Hernandez

Senior Regional Advisor Consultant - Asset Management External Wholesaler @Columbia Threadneedle Investments

Atlanta, GA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2022 — Present

Senior Regional Advisor Consultant - Asset Management External Wholesaler @Columbia Threadneedle Investments

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Atlanta, GA, US

Wirehouse, Independent, RIA - Georgia and Alabama

EDUCATION

2007 — 2011

Michigan State University

Bachelor of Arts (B.A.), Accounting and Finance

ABOUT PAUL HERNANDEZ

I am a Regional Advisor Consultant living in the Atlanta, Georgia area. Financial Advisors look for a clear financial vision and investment strategy, and a Consultant who constantly seeks to understand and address their needs. My clients are successful, active individuals who believe in the value of quality advice, service, integrity, and dedication in their partners. My clients range from the acclaimed Barron\'s Top 100 Financial Advisors and analysts to the newly established Financial Advisor. My clients are curious about ways to optimize their investments and planning needs for their shareholders. I guide clients by utilizing strategic asset allocation and planning strategies. I incorporate all aspects of comprehensive wealth management which include the five planning pillars to better my client\'s practice, such as estate and asset protection, tax planning, education planning, retirement planning and investments. My time is also dedicated to ensuring that my clients operate a successful business, utilizing my extensive knowledge of practice management I have developed within my 11 years of working with Financial Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and \"likes\" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit for more important disclosures and information.

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Paul Hernandez — Senior Regional Advisor Consultant - Asset Management External Wholesaler at Columbia Threadneedle Investments in Atlanta, GA, US | Unifers