Carlos Hernandez

As a Client Operations Specialist at Tomren Wealth Management, I support our clients and advisors by ensuring that every detail of our daily operations runs smoothly and efficiently. Whether coordinating account transfers, managing retirement distributions, or working with custodians like LPL, I approach each task with precision, timeliness, and genuine care.

Before joining Tomren Wealth, I gained valuable experience at J.P. Morgan Wealth Management (formerly First Republic) and Morgan Stanley, where I developed a deep understanding of complex financial operations, regulatory compliance, and the importance of exceptional client service.

I earned my Bachelor of Science in Business Administration with a concentration in Finance from San Francisco State University and am fluent in both English and Spanish — a skill that allows me to connect with and support a diverse community of clients and families.

Outside the office, I enjoy staying active through running, cycling, and recreational soccer. I also love spending time with my wife and our energetic Jack Russell Terrier, especially when we’re out exploring local parks or enjoying long walks together.

It’s important to me that every client feels informed, supported, and confident in their financial journey. I’m proud to be part of a team that values integrity, collaboration, and a client-first mindset, helping each person we serve feel seen, understood, and empowered.