MBA, CFP®, CPBC
MBA, CFP®, CPBC
Executive And Business Coach
Are you looking for someone to coach or consult with you or your leadership team in the following areas?
Business Systems & Operations
Schedule an appointment with George Fernandez.
George is a certified professional business coach (PBCA) and consultant specializing in the insurance and financial services industry.
With over 35 years of experience in retail banking, lending, property & casualty, wealth management, product management and financial technology platform management, George is uniquely positioned to bring objectivity to his clients’ business objectives. In addition to developing and maintaining hundreds of client and advisor resources used to grow and support the business, George also led firms with the financial planning related technology selection, vendor management, deployment and user adoption.
Throughout these years, George also instructed, coached and consulted with hundreds of advisors as they took their practices to new levels of client experience and business success.
George can also be seen and heard in the public space through his involvement with the Financial Planning Association as well as industry and tech conferences. He is also a previous host of the podcast “Your Life, Simplified”. As a frequent public speaker, panelist, moderator or contributor through various publications, George brings subject matter to life through storytelling and audience engagement.
MBA MidAmerica Nazarene University, KS, USA
BA (Human Resource Management) MidAmerica Nazarene University, KS, USA
Certified Professional Business Coach Professional Business Coaches Alliance, FL, USA
Certified Extended DISC® Facilitator Extended DISC® North America, TX, USA
CERTIFIED FINANCIAL PLANNER™
Securities Licenses: Series 7, 66 & 24
Life & Health Insurance state license
Financial Planning Association – National Board Member
Pathway Financial Education – National Board Member
- Financial Planning
- Product Management
- Client Experience
- Regulatory Requirements
- Advisor Training & Support
- Business Strategy
- Vendor Management
- Project Management
- Business Development
- Consultative Sales
- Generational Communication
- Employee Assessment Training Design
- Training Delivery
- Leadership Development
- Public Speaking