Maria Hernandez Huerta (CFP®)

Maria Hernandez Huerta focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Maria, a CERTIFIED FINANCIAL PLANNER® professional and NAPFA-Registered Financial Advisor, joined another team in 2019 after graduating summa cum laude from Western Kentucky University’s Honors College. She holds a B.S. degree in Mathematical Economics with minors in Finance, Applied Statistics, and Spanish. In May of 2020, Maria received an Executive Certificate in Financial Planning from Bellarmine University.

Maria believes education is an integral part of personal financial planning and particularly enjoys helping people have a better understanding of their own financial circumstances. She offers comprehensive financial advice to help clients prioritize and reach their goals.

Additional Information

Maria is also an instructor for Bellarmine's Executive Certificate in Financial Planning, helping current and future financial planners gain the knowledge to pass the CFP® exam. Maria was named “20 People to Know in Wealth Management and Financial Planning” by Louisville Business First in March of 2021. She is also a member of the Young Professionals Association of Louisville.

Maria resides in Louisville and enjoys baking, biking, and reading in her free time.

NAPFA Start Date

June 22, 2020

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