Mario Hernandez
Mario R. Hernandez, Principal at Longevity Wealth Management, has been a Certified Financial Planner (CFP®) since 1994 and brings a vast amount of experience in the financial planning and investment management business. Mario previously headed up the wealth management division at Gemmer Asset Management LLC and provided clients with holistic planning and helped prepare them for retirement.
Mario currently writes articles for Kiplinger magazine on financial planning topics, and has been quoted in several national magazines including Real Simple, NerdWallet and US News and World Report.
Mario earned a Bachelor of Science Degree in Accounting and Finance from Cal State University, Hayward and a master’s degree in Financial Planning from Golden Gate University. In addition, Mario holds an insurance license through the State of California.
Latest articles by Mario Hernandez
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Tax-Efficient Planning That Provides Potential Tax-Free Income
These long-term strategies may provide tax-free income year after year.
By Mario Hernandez Published
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Why Now Is the Best Time to Protect Yourself From Potential Fraud
You can implement these easy measures today to reduce the risk of financial harm from exposed data.
By Mario Hernandez Published
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What Investors Should Keep in Mind This Election Season
Don’t let the political fearmongering derail you from your financial plan.
By Mario Hernandez Last updated
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Ways to Pay for Long-Term Care Expenses
The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure.
By Mario Hernandez Published
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Protect Your Loved Ones With an Estate Plan
Here are eight things you can do to help protect your family.
By Mario Hernandez Published
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Tips for Financing a Home Project
Expert advice on financing a home improvement project.
By Mario Hernandez Published
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How to Help Your Kids Without Ruining Your Retirement
Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future.
By Mario Hernandez Published
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Financing Projects Without Jeopardizing Your Financial Future
Funding large purchases should be thoughtfully planned.
By Mario Hernandez Published
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Financial Planning for Your Future in the Game of Life
Financial planner and former soccer coach offers these strategies to help you plan for a winning future.
By Mario Hernandez Published
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How Controlling Your Living Expenses Can Lead to Financial Freedom
What should you consider in coming up with your living expense level?
By Mario Hernandez Published