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Garth F

Series 63, Series 66

Honolulu, HI

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Garth Fernandez is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has been with United Planners since 2013. In addition to his advisory role, he owns Premier Wealth Management, an insurance and financial services business, and is a licensed agent for fixed insurance products. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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