About Fern


I am a Certified Financial Planner™ with over 25 years in the financial services field who now has the crazy idea of delivering simple, conflict free financial information over the web to empower people to build personal wealth and free themselves from financial illiteracy forever.

No tricks. No hard sell,  No scams. Just good information that you can take to the bank.

Life is bittersweet!
I am a Wealth Coach with over 25 years experience as a Financial Advisor with my own company, Advanced Financial Designs.

I now coach people  and do  workshops through a do it yourself financial plan to increase their personal wealth, and secure their financial future by using a 7 step financial planning process that has been successful for my clients around the world at WholeHeartedWay.

You can circle me on my Google+ Profile  .

My business credentials:

  • I am a Certified Financial Planner™
  • Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
  • Founder of Advanced Financial Designs-A fee-only financial planning, investment and tax planning firm
  • Registered Investment Advisor
  • Graduate of Corporate Coach University

Member of:

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • California Association of Enrolled Agents

Past Affiliations:

  • NAPFA-Registered Investment Advisor
  • Treasurer- Western Region NAPFA
  • Board Director- StockDocs.com
  • Board Director- YourBusinessOnline.com
  • Board Advisor- Sonoma Mountain Zen Center

My personal credentials:

Personal stuff:

  • I enjoy walking my labradoodle puppy, Goldie. Isn’t she cute? 
    Goldie in the GardenGoldie in the Garden
  • I read mostly financial stuff and spiritual books. Go figure.
  • I am definitely an urban guerilla (will never leave my heart in San Francisco), but enjoy nature.
  • Change is my middle name- bring it on.
  • I love art and my husband, but not in that order.
  • I like feedback. But keep it short and sweet.
  • Bittersweet chocolate is my favorite!!

 

 

 

 

 

 

 

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