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Michael Fernandes, CFP®, CPWA®

Managing Advisor

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM). He believes meaningful financial planning begins with understanding what matters most to each client. By building lasting relationships, he helps individuals and families make informed financial decisions with confidence.

Mike has significant experience working with corporate executives and senior leaders whose compensation extends beyond a traditional salary. He helps clients navigate equity compensation, concentrated stock positions, deferred compensation plans, tax planning opportunities, and liquidity decisions within the context of a comprehensive financial plan.

Mike began his career at New York Life Insurance company as a Financial Services Professional. He later joined Fidelity Investments’ flagship office in Boston’s Financial District, where he worked with high-net-worth clients to develop retirement plans and investment strategies aligned with their financial goals.

Education & Certifications

Mike graduated cum laude from Regis College with a bachelor’s degree in Business Management, and a minor in Communications. He is a CERTIFIED FINANCIAL PLANNER™(CFP®) practitioner and holds the Certified Private Wealth Advisor® (CPWA®) designation. As part of the CPWA® certification program, he completed the executive education component through Yale School of Management Executive Education.

While at Regis College, Mike was a member of the inaugural men’s basketball team. He played for four years and in 2011, was awarded the university’s “Outstanding Male Senior Scholar Athlete.”

Affiliations & Community Involvement

Mike has been recognized as a Five Star Wealth Manager by Crescendo Business Services (2021-2025); appearing annually in Connecticut Magazine.

Originally from Granby, MA, Mike and his wife, Stephanie, now reside in Avon, CT with their three daughters. Outside the office, he enjoys golfing and spending time with his family.

*Learn more about Five Star Wealth Manager on our Awards page.

Managing Advisor
Michael Fernandes, CFP®, CPWA® Contact Michael Fernandes, CFP®, CPWA®