Stephanie
Hernandez
Bulman Wealth Group
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About this Advisor
Stephanie Hernandez is a financial advisor based in Temecula, California, working with Bulman Wealth Group. Stephanie has previously held positions at Bulman Wealth Group, Dubots Capital Management, National Merchants Association, and Pechanga Resort Association. Stephanie has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Stephanie is part of Bulman Wealth Group, which operates out of Temecula, California. The firm has 1 office and 14 employees. The firm manages assets totaling $148.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bulman Wealth Group includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bulman Wealth Group Brokerage Details
$148,221,450
14
974
$152,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephanie Hernandez Work History
Bulman Wealth Group
Bulman Wealth Group
Dubots Capital Management
National Merchants Association
Pechanga Resort Association
Disclosures
Please visit the SEC profile of Stephanie Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bulman Wealth Group
Roseville, CA
Roseville, CA
Temecula, CA
Roseville, CA
Roseville, CA
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