Meet Anthony
Anthony Hernandez, CFP®
Associate Advisor
Director, Smart Money Advantage
Angela Johnson, who has lived in Southeast Houston her whole life, is the Founder and Senior Wealth Advisor of Worthen Financial Advisors, Inc, a full service, woman-owned financial advising and wealth management firm located in Friendswood, TX. Angela’s education and career have spanned many fields, which is why she is able to provide her clients with a multidisciplinary approach to help them pursue their goals and live life to the fullest without the worry of money.
Angela’s passion is in educating and empowering clients and their families t0 take control of their future, which is why she focuses on assisting clients in all areas, including investment management, insurance planning, tax planning, retirement planning, and estate planning. Angela also specializes in providing investment, wealth management and tax planning advice to high net-worth individuals and families, and small business owners, who have unique and complex needs.
Regularly meets with clients and maintains close client relationships to help them discover and pursue their financial goals.
Maintains commitment to serve high net worth clients and business owners on comprehensive wealth management, including financial planning, retirement planning, Social Security planning, tax efficient distribution analysis, cash flow, and liability analysis.
Oversees portfolio design to help meet client’s financial objectives and provide tax efficiency as well as minimize lifetime tax liability.
Oversees Estate Planning and Trust coordination to ensure that the estate plan meets client’s specific goals.
Coordinates with client’s other professionals (such as attorneys and accountants).
Anthony Hernandez was born and raised in the southeast Houston area. He is an Associate Advisor and the Director of Smart Money Advantage—a program created to provide clarity and instill confidence in personal finances for young professionals and families. Growing up in a household where his parents stressed the importance of financial literacy, he has developed a passion for empowering clients to make the right decisions for their financial futures without sacrificing more than necessary.
Anthony believes that one size does NOT fit all in financial planning. Everyone has a different starting point and place they want to go. When beginning a relationship with a new client, Anthony stresses the importance of establishing a clear picture of where the client is today and what they want to accomplish. After the big picture is established, Anthony creates bite-size goals that are easy to manage and keep the client moving toward their overall goals.
A proud alumnus of the University of Houston, Anthony holds a Bachelor of Business Administration in Finance and Management Information Systems. Currently pursuing his Ph.D. in Personal Financial Planning at Texas Tech University, Anthony desires to serve traditionally underserved demographics.
Anthony joined Worthen Financial Advisors in November 2021, initially serving as a Client Services Associate. While performing the day-to-day duties of a CSA, he played a pivotal role in developing the Smart Money Advantage program.
Outside of his professional pursuits, Anthony resides in the greater Houston area with his girlfriend, Madeline, and their loyal-legged companion, Buddy. An outdoors enthusiast, Anthony enjoys camping, golfing, rucking, hiking and staying active. Anthony values quality time spent with friends and family as well.
by Launch Kits
