Broker Check
Joseph "Joey" Alamo

Joseph "Joey" Alamo

Financial Advisor

As a Financial Advisor at Fernandez Wealth Management, my primary responsibility is to help clients achieve their financial goals and provide them with the guidance they need to navigate the complex world of finance. My specialization lies in assisting small business owners and tax planning. I understand the unique challenges they face and strive to provide tailored solutions that align with their business objectives and long-term financial aspirations.

Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which has equipped me with the knowledge and expertise necessary to assist clients in making sound financial decisions. Additionally, I currently hold the Series 65 license and Life and Health Insurance 2-15 license, ensuring that I can offer comprehensive financial services to my clients. In 2019, I graduated from Stetson University with a degree in finance with a concentration in financial planning.

Motivated by helping clients achieve financial peace of mind, I find great satisfaction in assisting them in reaching their goals. What I enjoy most about my job is meeting with clients and ensuring that they leave our meetings feeling better than when they came in. It is rewarding to know that I am a trusted advisor, providing them with the guidance and support they need on their financial journey. I genuinely care about people and derive great joy from working with numbers. I believe in the power of continuous learning and research, which I incorporate into my daily routine to better serve my clients.

Outside of work, I reside in my hometown of Miami, Florida with my wife, Grace. Soccer has always been a significant part of my life, and I had the privilege of playing Division 1 soccer at Stetson University. To this day, I remain an avid fan of Inter Miami, passionately supporting the team. I also continue to play soccer for fun, as well as engage in other sports such as indoor rock climbing and tennis. In my leisure time, I find solace in boating, allowing me to unwind and appreciate the beauty of nature.