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Upheaval, Values, and Adaptability in the Profession

May 20, 2021 | Marina Hernandez

Marina Hernandez, as a special guest of You’re a Financial Planner…Now What? Podcast!

Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession.

What You’ll Learn In This Podcast Episode

How Marina’s upbringing in Argentina prepared her to manage frequent upheavals in her life and career
How her agility led to a fascinating niche
Why she’s passionate about diverse representation in financial planning
How planners, firms, and the next generation advocate for diversity & inclusion

In this episode of YAFPNW, Marina Hernández, EA, CFP®, CEPA™, and Matt Fizell, CFP®, talk about:

Full Article and Podcast

Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez also offers tax preparation services under MHTax. This is considered an outside business activity from Dynamic Wealth Advisors and is separate from Ms. Hernandez’s activities as an investment advisor representative of Dynamic Wealth Advisors.

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Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.

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