Watching the Great Recession of 2008 negatively impact his 401k plan, Jimmy Hernandez knew he needed to learn more about retirement planning, investing, and other aspects of personal finance.
In 2010, the San Antonio, Texas native began his journey as a passionate financial advocate, helping both private and public sector retirees and pre-retirees protect their savings from rising taxes, market volatility, inflation, and other erosive elements.
Prior to becoming a licensed instructor at Retirement Wealth Academy, Jimmy interned at a Broker Dealer and worked for a well-known CPA firm and tax attorney. There, he got a glimpse of how well-designed tax and estate planning can change the course of ordinary Americans’ financial futures.
As Jimmy grew his knowledge basis and added more comprehensive planning tools and systems to his repertoire, he was asked to share that knowledge at conferences and seminars across the United States. Known as the “trainer to the advisor,” Jimmy has hosted hundreds of webinars and training sessions on topics ranging from tax planning to charitable giving strategies, to employee benefits maximization.
During the course of his career, Jimmy Hernandez has acquired the specialized skill sets necessary to assist government employees in making their benefits work harder for them.
Central to Jimmy’s desire to help Americans achieve more prosperous, less stressful, and more meaningful post-work lives is his devotion to family. Outside work, Jimmy makes time to enjoy his 5 children, travel, and occasionally golf.
Jimmy Hernandez
Financial Planner and Fiduciary
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Sherpalife.com
210-776-4600
9706 Plymouth Dr
Suite 506
San Antonio, Texas 78216