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

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.