Delia Fernandez (CFP®, MBA)

Delia Fernandez focuses in the
following client markets or areas of practice:

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

I have a special emphasis in my practice on the middle class, and in particular those people who have state, city or teachers pensions (including PERS, STRS and LACERA, as well as Metropolitan Water District). So my services include assistance on these pensions as well as how Social Security works with these plans, and the related retirement savings plans, such as 403bs & TSAs and 457 plans. I also conduct workshops for STRS and other employer groups. Finally, I have a special expertise in credit reporting and debt management, thanks to 12 years that I spent at TRW's credit reporting division as their consumer ombudsman and national spokesperson.

Additional Information

Education I have an MBA from Cal State University, Long Beach, and a BA in British and American Literature from Scripps College. I also have a certificate in Personal Financial Planning from UC Irvine Extension, and am an instructor and on the Advisory Board for the same program.

· te Satisfaction Survey that is presented after approximately 2.5 minutes of site usage to gather feedback.