Irving (CFP®, RICP®) Hernandez

Critic
DISC Type : C

Financial Advisor at Northwestern Mutual

Austin, Texas, United States

Overview

Irving Hernandez is a Forbes-recognized Financial Advisor with Northwestern Mutual, bringing over 20 years of experience to his practice. A graduate of St. Edwards University, he is a Certified Financial Planner (CFP®), a Retirement Income Certified Professional (RICP®), and a certified Spanish speaker. People who work with him often describe him as consistent and friendly.

His core values are family, faith, and a strong work ethic. He and his wife, Crystal, are business partners and have two children. In his free time, Irving enjoys gardening, spending time in nature with his family, and community involvement through causes like Alexs Lemonade Stand Foundation.

Unique fact: Irving is a certified Spanish speaker, enabling him to provide financial guidance to a broader community.

Personality Overview

ROI Driven

Objective Thinker

Negotiator

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Tax-Strategic Planning
His practice is centered on providing tax-efficient and elimination strategies for business owners, physicians, and high-net-worth individuals.
Retirement Income
He holds the Retirement Income Certified Professional (RICP®) designation, indicating specialized expertise in creating sustainable income for retirees.
Bilingual Financial Services
As a certified Spanish speaker, he is equipped to serve and connect with the Spanish-speaking community on complex financial matters.

Media Appearances

Irving has no verified media appearances

Work History

11-2004
Financial Advisor at Northwestern Mutual

Education

1-2021 - 3-2022
CERTIFIED FINANCIAL PLANNER from The American College of Financial Services
2015 - 2016
Retirement Income Certified Professional from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 21 Location : Austin, Texas, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Irving (CFP®, RICP®)

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Irving (CFP®, RICP®) is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Irving (CFP®, RICP®)

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Irving (CFP®, RICP®) move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Irving (CFP®, RICP®) take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Irving (CFP®, RICP®)

Personality Compatibility


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