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Miguel H

Series 63, Series 65

South Pasadena, CA

Coppell Advisory Solutions LLC

Miguel Hernandez is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Fusion Capital Management since 2018 and has concurrent roles spanning insurance and financial services since 2006. Outside of advising, Hernandez is active as a notary public and occasionally promotes events as a DJ. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach combining internally developed asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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