Fernando Freites

Fernando Freites is a Financial Services Representative with over a decade of experience specializing in strategic financial advice for
high-net-worth individuals, business owners, and professionals within the Latino community. Originally trained as a Systems Engineer at Takeda, a leading Japanese pharmaceutical company, Fernando transitioned to the financial services industry in 2014. His career began with a focus on managing fixed income portfolios, particularly within corporate bonds, in Venezuela.

Fernando’s approach centers on personalized financial planning and investment strategies tailored to each client’s unique goals. He emphasizes clear, actionable advice and fosters long-term relationships built on trust and transparency. His expertise includes implementing options strategies to optimize client investments.

Outside of work, Fernando enjoys spending time with his wife, exploring cultural traditions, and caring for their two rescued cats, Pippita and Blankita. He maintains a passion for sports, including soccer, tennis, and Formula 1, and finds relaxation in visiting museums and occasionally playing video games.

Committed to community engagement, Fernando volunteers with non-profit organizations and schools, contributing to educational initiatives and mentoring programs. His dedication to continuous learning and staying abreast of industry trends underscores his commitment to delivering informed and innovative financial solutions.

He is licensed to sell Life & Health and holds the Series 7 Securities Registration.

If you’d like to schedule a complimentary appointment with Fernando, you can do so by contacting him directly.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY