Capital Develop. & Inv. Corp.

Description

CFP ®, CIMA ® As the Chief Executive and Chief Investment Officer, Mr. Collar oversees the general business and strategic aspects of the firm. He is also responsible for setting the general parameters for the investment advice to be provided to the firm's clients. Mr. Collar is a Certified Financial Planner with over fifteen years of experience who specializes in the needs of the ultra affluent family. His expertise includes developing advanced wealth preservation and management strategies, estate planning, philanthropy, portfolio management, and tax planning. He acquired his Investment Management Analyst and Investment Strategist Certifications through The Wharton School of Business at The University of Pennsylvania and attended undergraduate studies at Florida International University. Mr. Collar is a member of The Financial Planning Association, The Investment Management Consultants Association and The Market Technicians Association. J.C. and his wife are actively involved with several children's charitable causes such as His House Children's Home, a shelter for the abused and neglected, World Vision, and St. Jude Children's Research Hospital. He also volunteers as a religious education teacher at St. Timothy Catholic Church. He has three children with his wife of over twenty years. is the Managing Director of Quantum Family Office, Mr. Fernandez has been in the financial advisory services industry since 1996. In keeping with Quantum's emphasis on individualized advice, his primary focus is to advise clients about the alternative investment sector of the capital markets. Anthony graduated with a Bachelors Degree from Florida International University and began his career as a commodities broker, with a concentration in the foreign exchange markets. In 1999, he became a financial advisor at a major investment bank advising high net worth clients in the areas of asset allocation, financial planning, and liabilities management. While at that investment bank, Anthony attained the Business Financial Advisor designation and developed one of the largest commercial loan portfolios in South Florida. On the personal side, Anthony enjoys professional baseball, traveling, and collector cars.

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