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Erick Fernandez

Client Service Manager

This Is Why I Do It:

I’ve always found fulfillment in helping others achieve their fullest potential. My commitment to serving clients is rooted in a dedication to acting in their best interests and ensuring we consistently meet their needs. This commitment drives everything I do.

Hi there! I’m Erick, and I am the Client Service Manager here at CorePath Wealth Partners. With a background from top brokerage firms like Fidelity and Vanguard, I’ve had the pleasure of working closely with high-net-worth individuals and their families, helping them navigate their wealth management journeys. I’m well-versed in everything from managing complex financial needs to handling retirement accounts and workplace plans.

I’m passionate about providing a standout service experience, and I’m here to make sure you have access to all the tools and resources CorePath has to offer.

Likes & Interests

  • The #1 place on my bucket list is Vietnam
  • My hidden talent is drawing
  • I love to play the guitar
  • My favorite food is tacos

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