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
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.
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.
Building a proactive financial plan
A collaborative process where we work with you to prioritize your needs and plot the most efficient path towards them.
Education and current news