THE INFINITE financial Planner©

Meet Your Guide

George Fernández, MBA, CFP®, CPBC

I’m a coach, a guide, and a strategist who’s spent over three decades navigating the worlds of wealth management, leadership development, and financial technology.

My passion lies in helping financial advisors and business owners build what matters most—not just the business, but the alignment, confidence, and clarity that fuels it.

Through my work with Infinite Ping, I developed two coaching programs:

The Infinite Financial Planner—a transformative leadership and business growth experience for financial planning teams
The Infinite Collaborative—designed to help advisors and their business owner clients grow stronger, together

I bring a practical mindset, a strategic lens, and a deep belief in transformation to every engagement.

Coaching, for me, isn’t about fixing people—it’s about helping them uncover what’s already there, align it with purpose, and lead from a place of clarity and conviction.—it’s about helping people discover who they are so they can lead from a place of authenticity, courage, and transformation.—it’s about helping people discover who they are so they can lead from a place of authenticity, courage, and transformation.

More About George

My Personal Journey

I’ve earned an MBA, become a Certified Financial Planner™ professional, and hold credentials as a Certified Professional Business Coach. I’ve led technology teams, mentored financial advisors, and helped build programs that transform both businesses and the people who lead them. Coaching, for me, is about more than strategy—it’s about transformation. I work to uncover what’s already within people and help them align that with clarity and conviction.

Outside of My Client Work

I’m passionate about living what I teach. That means pursuing personal development, continuing my education through certifications, and staying plugged into the arts and music whenever I can. I keep up with technology trends—not just in the planning profession, but also in how people connect, learn, and grow. And above all, I treasure the time I spend with my family.

I’ve also dedicated years to community and professional service:

Volunteer and Board Activities
Financial Planning Association

National Board of Directors: Treasurer and Board Liaison for NexGen and Pro Bono Committees
Chapter Leadership Conference
One-FPA Transitions Task Force

Pathway Financial Education

Executive Director
Board Member

FPA of Greater Kansas City Chapter

Director of Pro Bono
Director of Programs
Director of Membership
President-Elect, President, Board Chair

In the Spotlight

I enjoy contributing to the profession and broader community through writing, speaking, and podcast appearances. You can find my voice and insights in:

Podcast – “Your Life, Simplified”
Greene Consulting: Insights from Industry Leaders I-IV