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Cfp Fernando Ereneta
Cfp Fernando Ereneta
Advisory Board Member | The Morton Arboretum
Chicago, Illinois, United States
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.
Cfp Fernando Ereneta
Work Experience
Advisory Board Member at
The Morton Arboretum
April 2015 - Present
CEO, Legacy Wealth Advisors, Registered Principal, Raymond James Financial Services, Inc. at
Raymond James Financial, Inc.
February 2009 - Present
Member at
Convene
January 2009 - December 2018
Senior Vice President at
Morgan Stanley
January 1997 - January 2009
Senior Tax Consultant at
KPMG Nigeria
January 1993 - January 1997
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
********@mortonarb.org
****************@raymondjames.com
Colleagues
Vice President of Development
Member
President and CEO
Vice President of Science & Conservation
Vice President of Marketing and Guest Experience