Directory

>

Cfp Fernando Ereneta

avatar

Cfp Fernando Ereneta

Advisory Board Member | The Morton Arboretum

Chicago, Illinois, United States

View contact details (it's free)

Cfp Fernando Ereneta

Summary

Fernando Ereneta is a seasoned financial professional with extensive experience in wealth management and financial planning. As the CEO of Legacy Wealth Advisors and a Registered Principal at Raymond James Financial Services, he specializes in serving high-net-worth clients, including doctors and business owners. With a strong background in alternative investments and estate planning, Fernando combines financial acumen with strategic insights to help clients achieve their financial goals. He has held various leadership roles, including advisory positions, demonstrating his commitment to professional growth and community engagement. Fernando's educational foundation in accounting from Marquette University complements his practical experience in the financial sector. His diverse career path reflects a blend of corporate and independent financial services, showcasing adaptability and a deep understanding of the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Cfp Fernando Ereneta

Work Experience

company logo

Advisory Board Member at

The Morton Arboretum

April 2015 - Present

company logo

CEO, Legacy Wealth Advisors, Registered Principal, Raymond James Financial Services, Inc. at

Raymond James Financial, Inc.

February 2009 - Present

company logo

Member at

Convene

January 2009 - December 2018

company logo

Senior Vice President at

Morgan Stanley

January 1997 - January 2009

company logo

Senior Tax Consultant at

KPMG Nigeria

January 1993 - January 1997

Logos provided by Logo.dev

Cfp Fernando Ereneta

Education

Marquette University, B.S.

January 1989 - January 1993

Benet Academy

January 1985 - January 1989

Frequently Asked Questions about Cfp Fernando Ereneta

What is Cfp Fernando Ereneta email address?

Cfp Fernando Ereneta's primary email address is ********@mortonarb.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Fernando Ereneta work for?

Cfp Fernando Ereneta is a Advisory Board Member at The Morton Arboretum, a company specializing in Real estate agents & managers.

Where Cfp Fernando Ereneta graduated from?

Cfp Fernando Ereneta holds a degree in Accounting from Marquette University.

How can I directly contact Cfp Fernando Ereneta?

To contact Cfp Fernando Ereneta directly, you can use the email address ********@mortonarb.org. Complete contact information is available upon registration with Muraena.

Who is Cfp Fernando Ereneta?

Fernando Ereneta is a seasoned financial professional with extensive experience in wealth management and financial planning. As the CEO of Legacy Wealth Advisors and a Registered Principal at Raymond James Financial Services, he specializes in serving high-net-worth clients, including doctors and business owners. With a strong background in alternative investments and estate planning, Fernando combines financial acumen with strategic insights to help clients achieve their financial goals. He has held various leadership roles, including advisory positions, demonstrating his commitment to professional growth and community engagement. Fernando's educational foundation in accounting from Marquette University complements his practical experience in the financial sector. His diverse career path reflects a blend of corporate and independent financial services, showcasing adaptability and a deep understanding of the industry.

Cfp`s contact details

mail

********@mortonarb.org

****************@raymondjames.com

Colleagues

Kathleen Spiess Cfre

Vice President of Development

avatar
Jill Koski

President and CEO

avatar
Murphy Westwood

Vice President of Science & Conservation

avatar
Alicia Lavire

Vice President of Marketing and Guest Experience

View Contact details (it's free)
Request Profile Removal