Andre M. Fernandes, CFP®
Principal & Senior Wealth Advisor
Andre delivers wealth management with a balance of technical expertise and genuine connection. For him, the most rewarding part of the work isn’t just building strategies, it’s helping families feel understood, prepared, and empowered to move toward their goals with clarity. Andre has been dedicated to this client-centric approach for over 25 years, and it remains the primary reason he co-founded Stage Harbor Financial.
Andre specializes in holistic planning for high-income and high-net-worth families, particularly those with complex tax and estate needs. His approach goes beyond traditional investment management, weaving in estate planning, income tax strategies, and multi-generational planning. Andre thrives in guiding families who seek a comprehensive and integrated strategy for their wealth. One of his most formative experiences was facilitating a multi-day family retreat across three generations, which reminded him that successful planning is about communication and legacy as much as it is about spreadsheets.
Andre graduated from Bentley University with a degree in Finance, completed the CFP® Professional Education Program at the College for Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Andre enjoys traveling, skiing, golfing, and pickleball. Most of all, he values time spent with his large, close-knit family.
