William Hernandez, CFA, CFp® 

Sr. Analyst, Trader

 


Mr. Hernandez joined the firm in 2016 and comes to Lighthouse with over 19 years of experience in the investment arena, beginning his career as an advisor for Merrill Lynch. In his long tenure in the financial industry, he has worked for such firms as Pierce, Fenner & Smith, TD Ameritrade, and Summit Advisory Solutions, where he served as Portfolio Manager and Senior Analyst, responsible for the ongoing management of firm and third party models. Mr. Hernandez now serves as an analyst and trader for Lighthouse and is a member of the Investment Committee. As an Army Veteran, Will served in Korea and Operation Iraqi Freedom II, where he developed statistical and populace surveys that aided in the economic/governmental infrastructure rebuilding of the Nineveh province of Iraq. Will holds his Bachelors’ degree from the University of California at Berkeley, as well as a Financial Planning degree from the University of California at Riverside. He is a Certified Financial Planner® and a CFA® Charter holder, as well as a member of the CFA® Society of Orange County. Mr. Hernandez is married and has three children.