Wealth-Engineering is sought by major news publications for analysis on financial markets, trends and forecasts. Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Wealth Engineering was founded by financial advisor David J. Fernandez, CFP. The firm is located in Scottsdale, Arizona with an additional office in Glendale.
As a Certified Financial Planner and fiduciary for our clients, our comprehensive Wealth Management service is a combination of ongoing investment management and financial planning services tailored to your specific financial needs and life goals. Our comprehensive service provides great value for those who are within five to ten years of retirement, recently retired or experiencing a life transition.
Financial planning services may consist of retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning and risk management. We work with a select group of high net worth individuals who want to experience a financially successful retirement.
As a Certified Financial Planner and fiduciary for our clients, our comprehensive Wealth Management service is a combination of ongoing investment management and financial planning services tailored to your specific financial needs and life goals. Our comprehensive service provides great value for those who are within five to ten years of retirement, recently retired or experiencing a life transition.
Financial planning services may consist of retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning and risk management. We work with a select group of high net worth individuals who want to experience a financially successful retirement.
Services
David J. Fernandez, CFPA Financial Advisor with over twenty years experience in the financial planning and investment advisory industry.
He is the founder of Wealth Engineering, LLC, a Fee-Only Registered Investment Advisor Firm in Scottsdale, Arizona.
David graduated from Arizona State University with a Bachelor's degree in Finance.
He completed his Financial Planning Certificate from the College of Financial Planning in Denver, Colorado and has passed the board examination earning the Certified Financial Planner (CFP) designation.
He is the founder of Wealth Engineering, LLC, a Fee-Only Registered Investment Advisor Firm in Scottsdale, Arizona.
David graduated from Arizona State University with a Bachelor's degree in Finance.
He completed his Financial Planning Certificate from the College of Financial Planning in Denver, Colorado and has passed the board examination earning the Certified Financial Planner (CFP) designation.
As a NAPFA Registered Financial Advisor, Certified Financial Planner (CFP), and Registered Investment Advisor (RIA), we take a "fiduciary oath" that requires us to manage your affairs as if your money was our money.
We are 100% independent.
We have access to the whole universe of investment opportunities and are not affiliated with nor beholden to any particular investment company.
You will always deal with the Principal of the firm, David Fernandez, a professional advocate in your corner helping you align your goals with your capital resources.
We are 100% independent.
We have access to the whole universe of investment opportunities and are not affiliated with nor beholden to any particular investment company.
You will always deal with the Principal of the firm, David Fernandez, a professional advocate in your corner helping you align your goals with your capital resources.
The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning.
The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP certificants and other stakeholders.
NAPFA, the National Association of Personal Financial Advisors, is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP certificants and other stakeholders.
NAPFA, the National Association of Personal Financial Advisors, is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Our comprehensive Wealth Management Process begins with a thorough discussion and understanding of your vision, values, financial goals, and a detailed review of your financial resources.
We then design and manage an investment portfolio tailored to your specific financial needs, time horizon, emotional tolerance for risk, financial capacity to endure risk, and tax situation.
Through our deep dive into your personal financial situation and financial history, we identify the areas of financial planning that would benefit you most.
We then design and manage an investment portfolio tailored to your specific financial needs, time horizon, emotional tolerance for risk, financial capacity to endure risk, and tax situation.
Through our deep dive into your personal financial situation and financial history, we identify the areas of financial planning that would benefit you most.
Everyone wants to retire someday.
This is probably one of the greatest concerns most of our clients have.
Can I afford to retire?
Have I saved enough for retirement?
How much longer do I need to work?
How much more should I save?
We will help you answer these difficult questions and provide you with a detailed retirement projection illustrating year-by-year whether you are on track to meet your goals.
For those transitioning from work to retirement, you are probably wondering how to go about paying your monthly bills as you have been accustomed to being paid every two weeks, twice a month or monthly while working.
This is probably one of the greatest concerns most of our clients have.
Can I afford to retire?
Have I saved enough for retirement?
How much longer do I need to work?
How much more should I save?
We will help you answer these difficult questions and provide you with a detailed retirement projection illustrating year-by-year whether you are on track to meet your goals.
For those transitioning from work to retirement, you are probably wondering how to go about paying your monthly bills as you have been accustomed to being paid every two weeks, twice a month or monthly while working.
Reviews
Be the first to review Wealth Engineering.
Write a Review
