Instructor: Rudy Fernandez


Rudy Fernandez , CFP®, is senior vice president, private wealth management, at the Tampa office of Robert W. Baird & Co. He has more than 34 years of financial services industry experience.

Classes by this instructor

This course presents a fun, concise overview of the financial markets. We will discuss the history and basics of investing, tax and estate planning and the fundamentals of managing your own investment portfolio. Learn about the forces that influence market direction while challenging conventional Wall Street wisdom. Update your understanding of tax and estate laws in order to help you prepare for April 15th. Learn ways to protect and preserve your wealth for you and your beneficiaries. No specific financial products are discussed or sold.
This two-week class focuses on the rich history of Cuba, current US-Cuban relations, and the future of the island nation. Join Rudy Fernandez to explore Cuban history, economy, and culture with insights gained from many trips to the island his family knew so well.