University of Miami

Search

Table of Contents

Locations

  1. Other Professional Services

    1. Compass Wealth Management, LLC

      Sergio Fernandez, BBA '89

      Compass Wealth Management, headquartered in South Florida, is a leading wealth management and multi-family office firm, providing comprehensive financial planning, sophisticated tax expertise, and investment management services. Compass Wealth Management was founded in 2003 by Sergio Fernandez, CFP, and Pedro Zamora, who together bring over 40 years of experience in the financial services industry. Their vision was to create a wealth management firm prepared and willing to sit on the same side of the table as its clients. The firm is large enough to provide clients with significant resources in the scope of services, experience, and research, yet intimate enough to provide clients customized personal service. Compass Wealth Management currently manages significant assets for families, corporations and not-for-profit organizations.

      Alumni Discount: Please inquire. (Honor System)
      Web: http://www.compassadvisory.com/
      Email: sergio.fernandez@ceterafs.com

      Phone: 305-779-5909305-779-5909 

       

      Locations:

      9990 SW 77 Ave., Suite 330

      Miami, FL 33156

       

      2424 North Federal Highway

      Suite 103

      Boca Raton, Florida 33431