One of the most rewarding aspects of my job is helping my clients plan for and transition to a successful retirement. I work with clients from a wide range of personal and professional backgrounds, such as: corporate executives, real estate agents, widows and widowers, teachers, engineers, CEOs, professors, policemen, divorcees, TV directors, business owners, therapists,… Read More
What Is Retirement Planning?
Wealth Engineering, founded by Dave Fernandez, CFP®, provides fee-only financial planning and investment management services.
We utilize a global investment strategy to create diversified portfolios to provide less volatile, risk-adjusted returns in a long-term, tax-efficient manner.
