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REAL STRATEGIES TO REACH YOUR FINANCIAL GOALS

Comprehensive Financial Planning Services with a CERTIFIED FINANCIAL PLANNER™

You work hard for your money. Let me help you make the most of it.

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FINANCIAL PLANNING FOR YOU
WITH A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Navigate life’s financial decisions with your savings, investments, debt and day-to-day family needs.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am a fiduciary who works with you to create a comprehensive plan that is tailored to your unique needs and goals. My goal is to provide you with all of the tools and support needed to navigate life's financial decisions and help achieve your financial goals. With over 15 years of experience in the Tampa Bay area, I am committed to providing you with the very best in financial planning services.


Are you ready to get started?

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DEIDRE FERNALD, CFP®

Hi, I'm Deidre!

I want to help you achieve financial confidence and independence!

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As a CERTIFIED FINANCIAL PLANNER™, I adhere to a fiduciary standard. This means that my clients always come first and I am committed to providing you with the highest level of service, integrity, and expertise. My clients can trust that I am dedicated to providing transparent and unbiased advice, as well as ongoing guidance and support to ensure you are on the right path to financial freedom.

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Take a look around, explore the various services I offer and reach out today!

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YOUR FINANCIAL PLAN

Support for Your Financial Journey

Which route is best for your financial future? You've searched for the answers and with so many options, you aren't sure where to start.

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Navigating life's financial decisions can be difficult and overwhelming, but you don't have to face them alone. I am here to provide you with the necessary tools and support needed to make informed decisions so that you can have confidence knowing that you are on the path to financial freedom. Let me help you develop a plan that is tailored to your needs so that you can reach your financial goals.

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You want a CERTIFIED FINANCIAL PLANNER™ professional to take time with you to look at everything in your financial life, answer your questions, prioritize what to work on today and get it done!

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That is what I do! 

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FINANCIAL PLANNING SERVICES

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FINANCIAL
PLANNING

I work closely with you to understand your financial goals and together, we can develop a practical blueprint to help you achieve those goals.

RETIREMENT
PLANNING

Whether you’ve been working for years or just getting started in your career, it’s important to take an active role in planning for your retirement.

SPENDING PLAN AND SAVINGS

Together, we can calculate and plan exactly how much money you need to contribute each month so you can arrive at your specific savings goals.

INVESTMENT PLANNING

I combine financial knowledge with purpose-based planning to bring you clarity for where you are today and your investment planning path forward.

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EXISTING CLIENTS

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LINCOLN INVESTMENT CLIENTS

Login to your retirement and investment accounts

FINANCIAL PLANNING CLIENTS

Login to your financial plan

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DEIDRE FERNALD, CFP®

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

www.finra.org 

www.sipc.org 

www.lincolninvestment.com

www.suncoastwealthsolution.com


Suncoast Wealth Solutions and the above firms are independent and non-affiliated.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.

Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.

Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

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When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

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