David John Fernandez
Directeur Général chez Wealth Engineering LLC (Arizona)
Profil
Mr. David J.
Fernandez is a Founder at Wealth Engineering LLC (Arizona).
He is a Financial Advisor with over twenty years experience in the financial planning and investment advisory industry.
Mr. Fernandez was previously employed as an Investment Manager & Financial Planner by The Vanguard Group, Inc.
He 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 designation.
He has also completed numerous NASD and regulatory licenses.
Postes actifs de David John Fernandez
| Sociétés | Poste | Début |
|---|---|---|
Wealth Engineering LLC (Arizona)
 Wealth Engineering LLC (Arizona) Investment ManagersFinance Wealth Engineering LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona with an additional office in Glendale. The firm was founded by David “Dave” Fernandez in 2003. Wealth Engineering provides investment advice to individuals, families, pension and profit-sharing plans, trusts, estates, corporations or business entities. | Directeur Général | 02/01/2003 |
Anciens postes connus de David John Fernandez
| Sociétés | Poste | Fin |
|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | 31/12/2002 |
Formation de David John Fernandez
| Arizona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wealth Engineering LLC (Arizona)
Wealth Engineering LLC (Arizona) Investment ManagersFinance Wealth Engineering LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona with an additional office in Glendale. The firm was founded by David “Dave” Fernandez in 2003. Wealth Engineering provides investment advice to individuals, families, pension and profit-sharing plans, trusts, estates, corporations or business entities. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
