Nancy Hernandez

Financial Advisor
CUSO Financial Services (CFS)*

As a CFS financial advisor, Nancy Hernandez is passionate about helping clients and their families achieve their financial goals. She starts each relationship with an in-depth client profile meeting, reviewing current savings and investment plans, as well as gaining a solid understanding of their long– and short–term financial objectives. Nancy uses that information to craft a detailed financial strategy.

“Patelco members appreciate that I’m here to guide them though the financial planning process. When I can help them build a plan they can commit to and understand, I know I’ve done my job as their advisor. That’s when we become partners in the process.”

Because every client has different financial needs, Nancy is proud to provide the skill and knowledge necessary to plan toward their future, including educating clients about the many investment options available today. She’s dedicated to working with clients to build a comfortable, customized plan that provides a solid financial solution.