David Fernandez (BS, CFP®)
David Fernandez focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
We provide "fee-only" financial planning and investment management services. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products. This is the only way to provide truly objective advice that is free from any outside influences. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - Wealth Engineering is ready to help with sound, professional advice.
NAPFA Start Date
December 04, 2003
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.