Deidre Fernald, CFP®

Deidre Fernald, CFP®

Director of Financial Planning

Deidre works with her clients to build their confidence with their finances and the decisions they make. Through her planning process, her clients take control of their money and build their financial independence. She wants to help those in her community grow and have the confidence that what they are working towards today will help secure their financial future. She knows firsthand the struggle and discipline it takes to stay ahead. Being a financial planner does not make anyone immune to financial mistakes and that is how Deidre knows how valuable it is to have a financial professional to turn to with every important financial decision.

 

Deidre comes from Citi Personal Wealth Management, where she helped develop, train and grow the financial planning process for high net worth individuals and families in major metro areas nationwide. She has been in the in the financial industry since 2004 and specializes in retirement and estate planning. However, she focuses on every piece of her client’s financial life by focusing on the family needs now and in the future, while ensuring her clients still have a little fun along the way.

 

Deidre volunteers her planning services in many capacities, including as an ambassador through the Financial Planning Association (FPA), meeting with families in need through the Foundation for Financial Planning and offering financial guidance in her community and church.

 

Deidre lives in Clearwater, Florida with her husband Matt, and her children Maxton and Mae. Her favorite parts about living in Florida is that there is so much to explore and hopes to visit the major springs throughout Florida. While Florida is her favorite place to be, she also enjoys visiting the Smoky Mountains often with her family to swim in the rivers (or play in the snow) and hike to enjoy the peace of the forest and waterfalls.

 

Phone 727-578-2828 x. 141
Fax 727-578-7600