Hermes Conesa, MBA, CSLP®, CRPC®

Hermes Conesa, MBA, CSLP®, CRPC®

Investment Specialist


Retirement Planning, Investment Management, Financial Planning, Student Loans, Life Insurance, Disability Insurance. Industry-Specific Financial Planning Expertise: Physicians Hermes specializes in streamlining financial organization for physicians, ensuring a tailored approach to meet their unique needs.


Hermes holds an MBA from Florida International University and a bachelor’s degree in business administration with a Finance Major from the University of South Florida.


Certified Student Loan Professional (CSLP®), FINRA Series 7, 24, 66 licences (Life, Health, and Variable Annuities), Chartered Retirement Planning Counselor (CRPC®), Master of Business Administration (MBA)

More About Hermes

With an extensive track record of managing over $250 million in customer investable assets, Hermes has served as a Senior Financial Advisor at various firms including Bank of America, Merrill Lynch, AXA Advisors, and Citigroup. During this time, he realized that the conventional Wall Street approach to advising fell short in helping clients achieve their financial goals. Hermes is passionate about the fact that clients must always be the focal point of the advisor-client relationship, and no conflicts of interest should compromise the quality of advice. Furthermore, he advocates that everyone, including himself, should have a well-defined financial plan.

Beyond numbers and charts, Hermes loves life's adventures. Whether he's conquering mountain trails on his bike, enjoying sunny beach days with his family, or finding peace through Transcendental Meditation, he brings the same passion to finance as he does to his life.

Looking for someone with an extensive background in Wealth Management, who’s on a mission to simplify finance? Reach out to Hermes – he's here to provide clarity and strategies to tackle your financial challenges head-on.