Yvette Fernandez | Wealth Advisor

Yvette Fernandez is a Wealth Advisor with more than 15 years of experience helping individuals, families, women, veterans, and widows navigate financial planning, wealth management, retirement planning, and life's major transitions. She partners closely with clients to create personalized financial strategies designed to help them build, protect, and preserve wealth while gaining greater clarity around their financial lives.

Yvette's passion for financial planning stems from personal experience. After helping her mother navigate the financial complexities of widowhood, she witnessed firsthand the emotional and financial challenges families face following the loss of a loved one. That experience continues to shape her compassionate approach to serving clients through significant life events, including retirement, inheritance, loss of a spouse, caregiving responsibilities, and other financial transitions.

As the wife of a disabled United States Marine Corps veteran and a mother of two, Yvette has a deep appreciation for the unique financial challenges military families, veterans, and caregivers may encounter. She is particularly passionate about helping women take an active role in their financial lives through making informed decisions about investing, retirement, and long-term financial security.

Yvette believes financial planning should be approachable, empowering, and tailored to each client's goals and values. Through open conversations and personalized guidance, she helps clients develop a positive financial mindset while creating strategies for wealth accumulation, retirement income, legacy planning, and financial independence.

Originally from California, Yvette earned her Bachelor of Arts in Administration with a concentration in Marketing from California State University, San Bernardino. In 2012, she relocated to Arizona following her husband's medical discharge from the United States Marine Corps.

Outside of the office, family is at the center of everything she does. She enjoys volunteering at her sons' school, cheering them on at baseball games, spending time outdoors, traveling with family, and pursuing an active, healthy lifestyle. Whether working with clients or serving her community, Yvette is dedicated to making a positive difference in the lives of others.

Favorite quote: “Always keep your head, heels, and standards high.” — Coco Chanel

Contact Yvette: yfernandez@wealthtrust.com