Financial Consultant
CurrentOur company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
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@equitable.com
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Oscar Hernandez is listed as Financial Consultant l Equitable Advisors l Unlocking clients financial potential through education for lasting prosperity. at Equitable Advisors, a with 3118 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Oscar Hernandez.
Oscar Hernandez previously worked as Financial Consultant at Equitable Advisors and Business Developer at Carmelita'S Llc. Oscar Hernandez holds Bachelor Of Business Administration - Bba, Business Administration And Management, Finance from University Of Northern Colorado.
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Oscar Hernandez has been with Equitable Advisors since 2022. He was first introduced to the importance of financial planning by witnessing his parents' struggles as they approached retirement. Through this experience, he gained a deep understanding of the significance of educating families and equipping them with the necessary tools, knowledge, and confidence to secure their financial future. It was a natural career choice for him to pursue financial planning.Oscar has a strong passion for educating his clients on various aspects related to retirement, wealth management, tax-advantaged investing, and maximizing state pensions. As he assists individuals and families in achieving their financial goals, he has witnessed the most rewarding aspect of his business: witnessing others gain financial independence and confidently plan for their future.Originally hailing from a rural town in northeastern Colorado, Oscar attended the University of Northern Colorado, where he met his girlfriend, Celeste. Since then, the couple has settled in Fort Worth, TX. In his free time, Oscar enjoys traveling the world, staying active through fitness and golf, and cherishing moments with friends and family.
Listed skills include Leadership, Financial Advisory, Planning, Golf, and 37 others.
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Fort Worth, Texas, United States
Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
Holyoke, Colorado, United States
Involved in the buying process, restructured, and improved profitable business, analyzed the businesses financial books uncovering lost opportunity, developed, and implemented systems through store to increase efficiency thus resulting in a 250% increase in daily revenue and utilized network to provide cost efficient suppliers.- Marketing concept: Analyzed consumer data to develop and layout an effective floor plan throughout the store. Additionally researched and implemented discount store strategy to improve cost efficiency.- DolEx Service: Introduced the DolEx inc service to consumers which increased revenue by 30%.
Holyoke, Colorado, United States
Through utilization of personal network, learned of and seized a possible opportunity to purchase a commercial building 500% below market value, remodeled commercial building into multi family unit, assisted contractor with strategic planning of optimal renovation and cost analysis.- Cost efficient: To maximize return on investment, conceptualized and completed remodel of commercial building into a rental property within 2 months of purchase.
Holyoke, Colorado
Created and delivered the ultimate golf experience to guests, confident and capable preforming under high tension situations, worked well with and exceeded among a diverse clientele, worked way up to highest position available for caddies, creating a large and well-regarded network.
Greeley, Colorado
Collaborated with business partners to create a reusable business model as a foundation of conducting business in the multi family real estate market, active responsibility to search for potential real estate for purchase, evaluation of team management lead to implementation of Trello throughout the business to increase team efficiency.- Project development and presentation: Through developed network, learned of housing shortage in Haxtun, developed and presented solution to city officials. Additionally, due to success of pitch, Thunderstone Capital was approached and partnered with private investor.- Main Responsibilities: As project manager I successfully sought out and created relationships with City Officials such as, the Economic Director, and Housing committees of Haxtun and Holyoke CO. In addition to City Officials, I made successful relationships with many potential business partners like real estate investors, mentors, and other business owners.
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Frank Gutierrez
Colleague at Equitable AdvisorsSan Diego, California, United States
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Parker Sherman
Colleague at Equitable AdvisorsWaxhaw, North Carolina, United States
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Robert Hurley
Colleague at Equitable AdvisorsCharleston-Huntington Area, United States
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Arya Naghdi
Colleague at Equitable AdvisorsPortland, Oregon, United States
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Rich Callaghan, Jr. Cfp®
Colleague at Equitable AdvisorsWarren, New Jersey, United States
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Terry Terrell
Colleague at Equitable AdvisorsBellevue, Washington, United States
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Tim Cowdrick
Colleague at Equitable AdvisorsCleveland, Ohio, United States
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Sean Willitts
Colleague at Equitable AdvisorsDenver, Colorado, United States
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Summer Mosher
Colleague at Equitable AdvisorsRed Hook, New York, United States
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Jake Edwards
Colleague at Equitable AdvisorsGreater Phoenix Area, United States
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Quick answers generated from the profile data available on this page.
Oscar Hernandez works for Equitable Advisors.
Oscar Hernandez is listed as Financial Consultant l Equitable Advisors l Unlocking clients financial potential through education for lasting prosperity. at Equitable Advisors.
AeroLeads has found 1 work email signal at @equitable.com for Oscar Hernandez at Equitable Advisors.
Oscar Hernandez is based in Dallas-Fort Worth Metroplex, United States while working with Equitable Advisors.
Oscar Hernandez has worked for Equitable Advisors, Carmelita'S Llc, Hernandez Housing Llc, Ballyneal, Llc, and Thunderstone Llc.
Oscar Hernandez's colleagues at Equitable Advisors include Frank Gutierrez, Parker Sherman, Robert Hurley, Arya Naghdi, and Rich Callaghan, Jr. Cfp®.
You can use AeroLeads to view verified contact signals for Oscar Hernandez at Equitable Advisors, including work email, phone, and LinkedIn data when available.
Oscar Hernandez holds Bachelor Of Business Administration - Bba, Business Administration And Management, Finance from University Of Northern Colorado.
Oscar Hernandez is listed with skills including Leadership, Financial Advisory, Planning, Golf, Retirement Planning, Wealth Management Services, Microsoft Powerpoint, and Data Analysis.
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