Financial Consultation

David F. Fernandes, CRPC®

From making strategic decisions to developing an individualized approach for each client, I’m here to help.  Using over a decade of expertise and deep understanding of the industry, you’ll receive tailored solutions that put you and your family first.

 

Our Planning process

Your success is our success

Analyzing Data

Financial status evaluation

You can't figure out where you need to go unless you know where you are.

An in depth review of your financial situation is as much for your benefit as ours. Let us help you get a better grasp on your current financial position so we can plot a path forward together.

Men in a Meeting

risk management assessment

Are the risks worth the rewards?

we're here to help you better understand the potential risks and rewards and make informed choices to best achieve your goals.

Office Consultation

Building a proactive financial plan

Goals focused

A collaborative process where we work with you to prioritize your needs and plot the most efficient path towards them.

 

Education and current news

Useful Information

 

Articles and current news

January 23, 2023

Join in on our podcast series

January 23, 2023

Zenith Video series

January 23, 2023

Connect with David

I'm on Twitter @ZenithMass, or you can call me at 860-416-1452.

 

858.716.7500

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Zenith Investment Management only conducts business in states where it is licensed, registered, or where an applicable exemption or exclusion is afforded. The contents of this site should not be considered a solicitation to buy or an offer to sell securities or financial services. The investment advisory services of Zenith Investment Management are not available in those states where it is not authorized or permitted by law to solicit prospective clients or sell services.

Zenith Investment Management LLC is an investment advisor registered in the states of California, Missouri, and Washington. We only transact business with residents of these states or residents of other states where we are legally permitted and subject to exemptions or exclusions from state registration requirements. Registration with a state securities regulatory authority does not imply a certain level of skill or training.

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