Get Organized and Clarify Your Future Vision with Robert Hernandez

Robert Hernandez is a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc. He is also the current Chair of the Financial Planning Association of Metro New York. Before transitioning into financial planning, Robert had several jobs in corporate finance and has worked as a consultant for Ernst & Young. A lifelong New Yorker, he was born and raised in Starrett City, Brooklyn and currently resides in Queens.

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Here’s a glimpse of what you’ll learn:

  • Robert Hernandez from Transamerica Financial Advisors, Inc. shares his experience as a financial planner.
  • Robert talks about the Big Four accounting firms.
  • What are the benefits of working with a financial planner?
  • Robert explains the advantages of a SEP IRA, Roth IRA, and 401(k).
  • How does a financial planner interact with their clients’ accountants and attorneys?
  • How is a client’s tax return useful to a financial planner?
  • Robert shares why Rich Dad, Poor Dad by Robert Kiyosaki is an inspirational book for him

In this episode…

When people run into tax issues, they turn to a tax expert for help, guidance, and advice. Most of the time, seeking out a tax professional will help them sort out their problems before they get into serious trouble with the IRS. And Robert Hernandez, a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc., is one such person. He guides his clients through financial issues by helping them understand, plan, and prepare for potential pitfalls.

In this episode of The Tax Resolution Ninja Show, Allan Rolnick interviews Robert Hernandez from Transamerica Financial Advisors, Inc. Robert shares his journey from leaving the corporate world to becoming a financial planner. He also provides his insights into tax-saving strategies, his financial advice for small- and medium-sized business owners, and how he helps his clients explore potential planning opportunities. Stay tuned.

Resources Mentioned in this episode

Sponsor for this episode…

This episode is brought to you by TriState Tax Resolution LLC, a tax consulting firm based in New York City.

Founded by Allan Rolnick who has been a trusted tax professional since 1992, TriState Tax Resolution LLC helps their clients resolve debt issues with the IRS and provides tax planning services and resolution to all of their tax-related issues.

TriState Tax Resolution LLC provides a 3-step process for the various services they offer to help free their clients from their tax debt.

Visit their website at www.tristatetaxresolution.com and book your free and confidential consultation with them today to find out how they can help you stop the IRS from knocking at your door.