PABLO fernandez

Principal

Having lived and worked in three different countries as an international business executive, Pablo Fernandez has experienced firsthand the unique financial planning issues of expatriates: namely of earning a living in a country that is not their own.  Whether the issue is tax or estate planning, or business succession, Pablo is very familiar with the complexities that foreign-born nationals face in the United States. 

Born in Mexico, Pablo was educated in the U.S., England and France.  He began his career with a multinational financial services company while still in college, working full time while he pursued a degree in business.  Within just eight years Pablo was named the head of Strategy and Operations, reporting directly to the CEO. Throughout his career in financial services, Pablo held positions as Vice President of Corporate Markets, Head of Reinsurance, and Director of Strategic Planning for five countries in Latin America.

Pablo’s entrepreneurial streak and innate drive eventually led him to launch Global Wealth, with a focus on the needs of foreign-born executives and business owners, many of whom are unfamiliar with U.S. laws and the impact of federal regulations on their personal finances. The venture was successful from day one, and the practice now serves a diverse clientele throughout the United States, Latin America, Europe and Asia. Clients benefit from the firm’s deep knowledge of this specialty area, as well as that of a top-notch team that offers insights into topics ranging from international taxation to stock options to protecting and transferring wealth.  

Pablo is a graduate of the Iberoamerican University of Mexico and completed his executive education at the London Business School and at INSEAD in Fontainebleau, France. His passions include horse show jumping, a sport in which he was internationally ranked as a teenager.   

 

FAMILY

Pablo and his wife, Zurine, reside in Miami, Florida with their three young children. 

 

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THE REST OF OUR TEAM

Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

Pablo Fernandez
Principal

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Laura J.Rodriguez

Ivan M. Illan
Partner, Investment Management