AeroLeads people directory · profile
Andre M. Fernandes, Cfp® Email & Phone Number
Principal and Senior Wealth Advisor
at
Stage Harbor Financial, LLC
1 work email found
@stageharborfinancial.com
3 phones found area 781 and 357
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Senior Wealth Advisor
Location
Mansfield, Massachusetts, United States
Company size
Who is Andre M. Fernandes, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andre M. Fernandes, Cfp® is listed as Principal and Senior Wealth Advisor at Stage Harbor Financial, LLC, a company with 10 employees, based in Mansfield, Massachusetts, United States. AeroLeads shows a work email signal at stageharborfinancial.com, phone signal with area code 781, 357, and a matched LinkedIn profile for Andre M. Fernandes, Cfp®.
Andre M. Fernandes, Cfp® previously worked as Principal / Senior Wealth Advisor at Stage Harbor Financial, Llc and Vice President & Senior Financial Counselor at Weston Financial. Andre M. Fernandes, Cfp® holds Bachelor'S Degree, Finance from Bentley University.
Company email context
Email format at Stage Harbor Financial, LLC
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*@stageharborfinancial.com
71% confidence
AeroLeads found 1 current-domain work email signal for Andre M. Fernandes, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Andre M. Fernandes, Cfp®
I have one singular professional goal; create peace of mind. This is a natural result when family centric financial planning incorporates genuine listening, delivery of proactive and clear counseling, and the dedicated expertise from a trusted advisor.I primarily work with (and for) high net worth individuals and families who are engaged in developing and implementing comprehensive financial plans, which include the use of customized investment, tax, and estate planning strategies. I particularly enjoy employing a collaborative approach to the planning process and, in doing so, specialize in not only providing planning solutions but also educating clients while helping them meet their financial goals.
Listed skills include Investments, Personal Financial Planning, Separately Managed Accounts, Wealth Management Services, and 9 others.
Current workplace
Andre M. Fernandes, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Stage Harbor Financial, Llc
4 roles · 24 years
Andre M. Fernandes, Cfp® work experience
A career timeline built from the work history available for this profile.
Principal / Senior Wealth Advisor
Current
Feb 2018 - Present
Vice President & Senior Financial Counselor
Weston Financial
At Weston Financial, wealth management begins with a personalized financial plan and is the foundation for structuring your portfolio. Experienced financial counselors will implement your plan by leveraging an open platform of thoroughly researched, best-of-breed investment managers. As part of our relationship with you, we continually monitor your plan to.
Jun 2000 - Feb 2018
Vice President & Portfolio Manager
New Century Portfolios
New Century Portfolios is a family of specialized mutual funds. New Century offers an unique, effective option - actively managed portfolios of mutual funds. With one purchase, investors can invest in a portfolio of the actively evaluated mutual funds. New Century Portfolios seeks to avoid market timing and overexposure to investment trends and to invest.
2002 - Feb 2015
Team & coworkers
Colleagues at Stage Harbor Financial, LLC
Other employees you can reach at stageharborfinancial.com. View company contacts for 10 employees →
JS
Jim Scanlan
Colleague at Stage Harbor Financial, LlcNeedham Heights, Massachusetts, United States, United States
View →
ST
Sharon Turcotte
Colleague at Stage Harbor Financial, LlcNeedham, Massachusetts, United States, United States
View →
JD
Joshua Devereaux
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
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MB
Maclean Barach, Cfp®
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
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Jim Scanlan
Colleague at Stage Harbor Financial, LlcNeedham Heights, Massachusetts, United States, United States
View →
ST
Sharon Turcotte
Colleague at Stage Harbor Financial, LlcNeedham, Massachusetts, United States, United States
View →
JD
Joshua Devereaux
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
View →
MB
Maclean Barach, Cfp®
Colleague at Stage Harbor Financial, LlcGreater Boston, United States
View →
1 education record
Andre M. Fernandes, Cfp® education
FAQ
Frequently asked questions about Andre M. Fernandes, Cfp®
Quick answers generated from the profile data available on this page.
What company does Andre M. Fernandes, Cfp® work for?
Andre M. Fernandes, Cfp® works for Stage Harbor Financial, LLC.
What is Andre M. Fernandes, Cfp®'s role at Stage Harbor Financial, LLC?
Andre M. Fernandes, Cfp® is listed as Principal and Senior Wealth Advisor at Stage Harbor Financial, LLC.
What is Andre M. Fernandes, Cfp®'s email address?
AeroLeads has found 1 work email signal at @stageharborfinancial.com for Andre M. Fernandes, Cfp® at Stage Harbor Financial, LLC.
What is Andre M. Fernandes, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 781, 357 for Andre M. Fernandes, Cfp® at Stage Harbor Financial, LLC.
Where is Andre M. Fernandes, Cfp® based?
Andre M. Fernandes, Cfp® is based in Mansfield, Massachusetts, United States while working with Stage Harbor Financial, LLC.
What companies has Andre M. Fernandes, Cfp® worked for?
Andre M. Fernandes, Cfp® has worked for Stage Harbor Financial, Llc, Weston Financial, and New Century Portfolios.
Who are Andre M. Fernandes, Cfp®'s colleagues at Stage Harbor Financial, LLC?
Andre M. Fernandes, Cfp®'s colleagues at Stage Harbor Financial, LLC include Jim Scanlan, Sharon Turcotte, Joshua Devereaux, and Maclean Barach, Cfp®.
How can I contact Andre M. Fernandes, Cfp®?
You can use AeroLeads to view verified contact signals for Andre M. Fernandes, Cfp® at Stage Harbor Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Andre M. Fernandes, Cfp® attend?
Andre M. Fernandes, Cfp® holds Bachelor'S Degree, Finance from Bentley University.
What skills is Andre M. Fernandes, Cfp® known for?
Andre M. Fernandes, Cfp® is listed with skills including Investments, Personal Financial Planning, Separately Managed Accounts, Wealth Management Services, Investment Properties, Credit, Fixed Annuities, and Management.
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