About Us






Located in Tampa Florida
Independent RIA






Meet the founder
Roger graduated with a Bachelor of Science in Finance from The University of Tampa and a Master of Science in Financial Services from the American College. Roger has been helping individuals and institutions for over 20 years. He has grown up in the financial services industry. Roger specializes in creating comprehensive financial plans for both institutions and individuals using world-class insurance services and internationally recognized investment products. Roger has been recognized in the Financial Times multiple times for being one of the “Top 401 Retirement Advisers”. Roger has been nominated as one of the “Most Influential DC Advisors” from 401kWire.
Roger has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Certified Investment Management Analyst® (CIMA®) designation, the Master of Science in Financial Service (MSFS) designation, the Wealth Management Certified Professional (WMCP) designation, the Certified Fund Specialist (CFS®) designation, the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation, the Chartered Advisor for Senior Living (CASL®) designation, the Charted Retirement Plans Specialist (CRPS®) designation, the Accredited Estate Planner (AEP®) designation, the Retirement Income Certified Professional (RICP®) designation, the Chartered Advisor in Philanthropy (CAP®) designation, the Charted Special Needs Consultant (ChSNC®) designation, the Chartered Mutual Fund Counselor (CMFC®) designation, the Certified Plan Fiduciary Advisor (CPFA) designation, the Qualified Plan Financial Consultant (QPFC) designation, the Accredited Wealth Management Advisor (AWMA®) designation, and the Accredited Asset Management Specialist (AAMS®) designation.


Danny Hernandez is a board-certified financial planner who works with physicians, CRNAs, and other high-income professionals at every stage of their careers — from those graduating residency to those approaching retirement. He also helps clients navigate the transition from W-2 to 1099 income, identifying strategic, tax-efficient opportunities to build, protect, and preserve long-term wealth.
Danny’s approach is relationship-driven and grounded in a holistic, long-term planning philosophy. He focuses on coordinating retirement planning, risk management, tax efficiency, and investment strategy — all thoughtfully aligned with each client’s goals and objectives. By taking the time to understand what matters most, he helps clients simplify complex financial decisions and create a clear path toward financial independence.
Danny believes financial planning is most effective as an ongoing partnership. As his clients’ lives and careers evolve, he works alongside them to refine strategies, address new opportunities, and help ensure they remain on track toward their long-term goals.
Outside of work, Danny is deeply committed to his family. He is married to his high school sweetheart Mili, and together they have two children, Juliana and Liam. When he is not working with clients, you can find him spending time with his family on the water, relaxing by the pool, coaching Liam’s baseball games, or at the barn watching Juliana ride horses.
Facts and Numbers
Why Power?
Why Choose
Independent
Fiduciary
Comprehensive
Our Clients
Individuals
Families
Corporations
Employees

