Joe Fernandez, CFP® in

Joe Fernandez, CFP®

Editor · DISC type CS
Founder, President & CEO at Invenio Wealth Partners, LLC
📍 Miami-Fort Lauderdale Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
32 Years
Current Role
Founder, President & CEO
Job Level
Leadership
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How Joe shows up

Skeptic
Late Adopter
Fact-Driven

They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Joe cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Founder, President & CEO
Invenio Wealth Partners, LLC
9-2020 - 11-2022
Managing Director & Senior Advisor
Fieldpoint Private
9-2019 - 6-2020
President and CEO (Interim)
The Miami Foundation
6-2013 - 6-2020
Managing Director & Regional President
BNY Mellon Wealth Management
8-2008 - 6-2013
Managing Director
BNY Mellon Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2009
Inaugural Class: Next Generation Executive
Harvard Business School
2005 - 2006
Certificate
Florida State University - College of Business
Bachelor of Science - BS
Barry University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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