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.

NAPFA Start Date

December 04, 2003


This Office

7373 E Doubletree Ranch Rd Ste 200 Scottsdale, AZ 85258 Phone: (480) 296-2042 Fax: (480) 907-1742

Other Offices

20325 N 51st Ave Ste 134 Glendale, AZ 85308 Phone: (480) 296-2042 Fax: (480) 907-1742