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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.

 

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NAPFA Start Date

March 07, 1993

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.

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This Office

5212 Katella Ave Ste 205 Los Alamitos, CA 90720 Phone: (562) 594-4454 Fax: (562) 594-8884
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