David J. Fernandez, CFP®A 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 Bachelors 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. David has also completed numerous NASD and regulatory licenses.
Prior to founding Wealth Engineering, LLC, David was an Investment Manager and Financial Planner with The Vanguard Group, where he managed over $80 million in total assets for a wide range of high net worth individuals and families.
David is considered an expert in his field and has been widely quoted in various national and local media such as: The Wall Street Journal, Money Magazine, MSN Money, Business Week, Dow Jones Market Watch, The Arizona Republic, Index Universe, Research Magazine, Financial Advisor Magazine and Investment News. Please click the “Media Appearances” tab for examples of videos and articles David has been quoted in.
As part of his dedication to assisting and teaching the general public with regard to financial planning issues, he participates bi-annually in Kiplinger Magazine’s Hotline assisting their readership with financial concerns. He has also participated in The Arizona Republic’s Money Line, and the Financial Planning Association’s Financial Planning Week, which are similar public outreach services.
David is a member of the National Association of Personal Financial Advisors, a former director and current member of the Financial Planning Association, and a member of the Central Arizona Estate Planning Council.