The Company
Firmament Financial offers its clients a rare offering of services in one firm: investment advisory, retirement planning, accounting, business planning and valuation, tax strategies, college planning, and estate planning to name a few.
Thoughtful, informed financial planning with a competent, principled finance professional can make all the difference in rising to meet the challenges of addressing one’s financial goals, growing net worth, and, ultimately, protecting it for future generations. Firmament Financial will work with you to develop a plan to put you on track and can offer investment advisory services consistent with your preferred investment approach. Take the step to secure a rewarding retirement, optimize your tax strategy, fund college tuition, and build a more secure bulwark to protect your assets for yourself and for your loved ones.
About Lee
Firmament Financial, Lee Hernandez, MBA, CFP, CPA, CFA has helped growing families, young professionals, and retirees get on track with fee-only fiduciary investment management, financial plans, and tax planning.
Firmament Financial was born to channel the approach of getting it right for each family or individual and using the highest standards of competence in every situation. Lee is happy helping families and individuals navigate financial decisions and strategies to reach their goals.
Besides being a CFA charter holder, Lee is a licensed CPA in Nevada and Virginia, a Certified Financial Planner (CFP®), and holds an MBA with honors with concentrations in finance and accounting from Columbia University. In his prior life, Lee was an economic consultant in the Washington, DC area and an investment banker in New York City, then moving into strategy and planning at publicly traded companies listed on the New York Stock Exchange and NASDAQ when he and his wife had their children. He has also served as Chief Financial Officer and a lecturer of finance for portfolio management at the University of Nevada, Reno.
He constantly updates his knowledge base in financial planning, investment management, and tax planning to the direct benefit of his clients. He is available to meet by appointment on weekends and after or before business hours during the week.
Lee moved to Reno in 2010 with his wife, who grew up in the area. They’ve raised two young boys, two rescue cats, and a Labrador retriever in Reno-Tahoe and love getting outdoors all year long with family and friends in this amazing and beautiful corner of Nevada. They’re active in the community and believe strongly in giving back. Lee serves as a board member for CFA Society Nevada.