Jimmy Fernandez

FPQP®, Financial Planning Associate

EDUCATION
Bachelor’s degree in economics Florida International University
Master’s degree in business administration and finance Florida International University

SPEAKS
English, Spanish, Portuguese (basic)

VALUES
Good moral character: empathy, loyalty and trust

INTERESTS
Travel, movies (comedies/suspense/action), reading, dog training, quality time with family


Jimmy Fernandez, FPQP® serves as a Financial Planning Associate at Tobias Financial Advisors. He works closely with the advisory team to ensure clients receive tailored solutions that align with their long-term objectives.

Originally from Miami, Florida, Jimmy earned his Bachelor’s degree in Economics from Florida International University, followed by a Master’s in Business Administration & Finance. His passion for wealth management and financial planning is deeply rooted in his desire to make a positive impact on people’s financial well-being.

From a young age, Jimmy demonstrated a strong entrepreneurial spirit, selling candy at school and diligently saving his earnings. The 2008 financial recession was a pivotal moment in his life, sparking his interest in understanding the complexities of the economy and fueling his ambition to help others navigate financial challenges.

When he’s not working, Jimmy enjoys spending quality time with his family, including his one-year-old Doberman, Penelope (aka Penny), and his cat, Frida. He also loves traveling with his girlfriend, a nurse practitioner, exploring new destinations, and learning about different cultures, cuisines, and histories.


In today’s world, financial literacy is more than just an advantage – it’s a necessity. The future holds great potential, but with thoughtful planning, we can help ensure that potential becomes a reality.

Blog Posts Featuring Jimmy Fernandez, FPQP®


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