Also known as firmament financial
Firmament Financial is a commission-free, fee-only fiduciary Registered Investment Adviser based in Reno, Nevada, founded in 2019 by Lee Hernandez, who holds MBA, CFA, CFP and CPA credentials. It serves households with $2 million or more in investable assets in Nevada, California and other select states. Investment management uses a low-cost, liquid core with satellite tilts, direct indexing and, where appropriate, a covered-call overlay. Planning is comprehensive and goals based, with Monte Carlo and stress testing, and lifetime tax planning including Roth conversions, donor-advised funds and tax-loss harvesting.
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Firmament Financial is a wealth manager based in Reno, United States.
Firmament Financial is headquartered in Reno, United States.
Firmament Financial was founded in 2019.
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