Ana Fernandez, CFP, Financial Planner, Orlando

Ana Fernandez, CFP®, is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. With over 25 years of experience in personal financial services, Ana brings a wealth of knowledge and a deep understanding of how life’s transitions impact financial planning. Her experience has been shaped by both her clients’ life journeys and her own, allowing her to offer insights that go beyond the numbers.

A lifelong learner, Ana is currently completing a 12-month core training program at the Financial Transitionist Institute, where she is gaining advanced skills in wealth management during periods of significant life changes, such as retirement, loss of a spouse, inheritance, divorce, or the sale of a business. Ana’s skills as an active listener, genuine curiosity, and collaborative approach make her a trusted advisor to clients navigating complex financial decisions. Ana began her career with Equitable Life Insurance Company/AXA Advisors, LLC, Heritage Financial Services, Inc. before joining AllGen in 2010. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Series 65 Investment Advisor Representative Licensee, and holds a Bachelor of Fine Arts from Wesleyan College in Macon, GA.

A resident of Orlando since moving from Queens, New York, in 1982, Ana has been actively involved in the community, serving on the Board of Directors for organizations such as the Victim Service Center of Central Florida, Harbor House,and the Hispanic Chamber EXPO Committee, and has also been involved with Prospera (formerly HBIF) and a volunteer at Christ Church Unity. She is a member of the Financial Planning Association, the FPA Central Florida Chapter, and the Accounting & Financial Women’s Alliance (AWFA) and its Central Florida Chapter. Ana was also a top 10 finalist for the Walt Disney World & Resort Ambassador. Outside of her professional life, she  and her partner enjoy attending performances at the Mad Cow Theatre and supporting the arts. To learn more about Ana, connect with her on LinkedIn.

Credentials