Carlos Hernandez, CFP^®

Designations and licenses

Carlos is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Carlos provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, he served as an associate wealth advisor at Mercer Advisors where he assisted in financial planning and wealth management for high-net-worth clients. Prior to that, he worked for Foresters Advisory Services as an investment advisor.

Carlos has a bachelor’s degree in business administration with an emphasis in finance from The University of Texas at Arlington. He is a member of the Financial Planning Association of Houston and the Houston Estate and Financial Forum.

Personal interests

In his spare time, Carlos enjoys watching MotoGP, Formula 1, traveling and candle-making.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.