Wealth Engineering in Glendale, AZ, is a Registered Investment Advisor that assists clients in the greater Phoenix metropolitan area. Founded by Phoenix native Dave Fernandez, Wealth Engineering offers investment management services like asset allocation, global diversification, preservation of capital, and minimizing of taxes. In addition, the firm financial planning services like preparation for college funds, risk management, and analysis of net worth. A graduate of Arizona State University, David J. Fernandez has previously managed over $80 million worth of assets with The Vanguard Group and is a former director of the Financial Planning Association. In addition to serving clients, Fernandez participates in public outreach programs like The Arizona Republic's Money Line and the Financial Planning Association's Financial Planning Week. The firm is certified by the Certified Financial Planner Board of Standards, Inc., and is a member of the National Association of Personal Financial Planners.
Glendale, AZ(480) 296-2042