David John Fernandez
Amministratore Delegato presso Wealth Engineering LLC (Arizona)
Profilo
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.
Posizioni attive di David John Fernandez
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 02/01/2003 |
Precedenti posizioni note di David John Fernandez
| Società | Posizione | Fine |
|---|---|---|
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 |
Formazione di David John Fernandez
| Arizona State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
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 |
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 |
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