Haley’s Approach
Haley A. Hernandez
CFP®
Financial Advisor
Overview
Haley Hernandez serves as a financial advisor in Savant’s Plymouth, Michigan, office, where she focuses on helping individuals understand their options and take meaningful steps toward financial independence. As a CERTIFIED FINANCIAL PLANNER® professional, she offers comprehensive guidance in wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Haley began her career in financial services in 2021 after transitioning from her role as an automotive sales consultant with Rocket Auto in Detroit. She earned a bachelor’s degree in international business and business economics from Grand Valley State University in Grand Rapids, Michigan, along with a minor in Spanish. During her undergraduate studies, she expanded her global perspective through language and cultural immersion at the Universidad de Sevilla in southern Spain.
Traveling, reading, creating pottery, and time with her friends and family fill Haley’s schedule when she’s not working with clients. She has explored seven countries so far and plans to continue adding new destinations to her list.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Grand Valley State University
Bachelor of Business Administration in International Business and Business Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Get Started!
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.