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William Hernandez, CFA, CFp® 

Sr. Analyst, Trader

 


Will joined the firm in 2016 and comes to Lighthouse with over 19 years of experience in the investment arena. Will currently serves as an analyst and trader for Lighthouse and is a member of the Investment Committee. Beginning his career as an advisor for Merrill Lynch and TD Ameritrade, he later served as Portfolio Manager and Senior Analyst for Summit Advisory Solutions. 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® Charterholder, as well as a member of the CFA® Society of Orange County.