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Anthony Hernandez, Cfp® Email & Phone Number
Family Operations Integrator
at
Mosaic
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Family Operations Integrator
Location
Greater Houston, United States
Company size
Who is Anthony Hernandez, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anthony Hernandez, Cfp® is listed as Family Operations Integrator at Mosaic, a with 26 employees, based in Greater Houston, United States. AeroLeads shows a matched LinkedIn profile for Anthony Hernandez, Cfp®.
Anthony Hernandez, Cfp® previously worked as Associate Client Operations Analyst at Mosaic and Client Operations Coordinator at Mosaic. Anthony Hernandez, Cfp® holds Bachelor Of Business Administration - Bba, Finance, Personal Financial Planning Track from University Of Houston.
Company email context
Email format at Mosaic
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Mosaic
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Profile bio
About Anthony Hernandez, Cfp®
Anthony Hernandez, Cfp® is a Family Operations Integrator at Mosaic.
Current workplace
Anthony Hernandez, Cfp®'s current company
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Mosaic
6 roles
Anthony Hernandez, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Client Operations Analyst
Client Operations Coordinator
Associate Advisor | Director, Smart Money Advantage
Dec 2023 - Apr 2024
Client Services Associate
Nov 2021 - Dec 2023
Aug 2018 - May 2022
Team & coworkers
Colleagues at Mosaic
Other employees you can reach at mosaicadvisors.com. View company contacts for 26 employees →
GZ
Genevieve Zeletz
Colleague at MosaicHouston, Texas, United States
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BH
Brandon Henry
Colleague at MosaicHouston, Texas, United States
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JN
Jacy Norris
Colleague at MosaicMissouri City, Texas, United States
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CB
Carlos Betancourt
Colleague at MosaicGreater Houston, United States
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CT
Carolina Tagtmeyer
Colleague at MosaicHouston, Texas, United States
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JL
Jeremy Little
Colleague at MosaicCypress, Texas, United States
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AR
Alex Roggero
Colleague at MosaicHouston, Texas, United States
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Genevieve Zeletz
Colleague at MosaicHouston, Texas, United States
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BH
Brandon Henry
Colleague at MosaicHouston, Texas, United States
View →
JN
Jacy Norris
Colleague at MosaicMissouri City, Texas, United States
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CB
Carlos Betancourt
Colleague at MosaicGreater Houston, United States
View →
CT
Carolina Tagtmeyer
Colleague at MosaicHouston, Texas, United States
View →
JL
Jeremy Little
Colleague at MosaicCypress, Texas, United States
View →
AR
Alex Roggero
Colleague at MosaicHouston, Texas, United States
View →
2 education records
Anthony Hernandez, Cfp® education
Bachelor Of Business Administration - Bba, Finance, Personal Financial Planning Track
Bachelor Of Business Administration - Bba, Management Information Systems, General
FAQ
Frequently asked questions about Anthony Hernandez, Cfp®
Quick answers generated from the profile data available on this page.
What company does Anthony Hernandez, Cfp® work for?
Anthony Hernandez, Cfp® works for Mosaic.
What is Anthony Hernandez, Cfp®'s role at Mosaic?
Anthony Hernandez, Cfp® is listed as Family Operations Integrator at Mosaic.
Where is Anthony Hernandez, Cfp® based?
Anthony Hernandez, Cfp® is based in Greater Houston, United States while working with Mosaic.
What companies has Anthony Hernandez, Cfp® worked for?
Anthony Hernandez, Cfp® has worked for Mosaic, Worthen Financial Advisors, and C. T. Bauer College Of Business (University Of Houston).
Who are Anthony Hernandez, Cfp®'s colleagues at Mosaic?
Anthony Hernandez, Cfp®'s colleagues at Mosaic include Genevieve Zeletz, Brandon Henry, Jacy Norris, Carlos Betancourt, and Carolina Tagtmeyer.
How can I contact Anthony Hernandez, Cfp®?
You can use AeroLeads to view verified contact signals for Anthony Hernandez, Cfp® at Mosaic, including work email, phone, and LinkedIn data when available.
What schools did Anthony Hernandez, Cfp® attend?
Anthony Hernandez, Cfp® holds Bachelor Of Business Administration - Bba, Finance, Personal Financial Planning Track from University Of Houston.
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