The 403(b)wise Fiduciary Advisor Directory

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Delia Fernandez, MBA, CFP® Fernandez Financial Advisory, LLC

Delia pledges to sign a fiduciary agreement with clients.

Photo of Delia Fernandez

Delia Fernandez is a fee-only personal financial planner with more than 20 years experience in working with teachers and other government workers. She understands pension systems such as STRS, PERS, LACERA, OCERS, FERS and CSRS and savings programs such as 403bs, 457 plans, and the TSP plan. She also helps clients in calculating the impact of those government pensions on their Social Security benefits.

She offers comprehensive financial planning and retirement planning services to clients and small businesses on an hourly basis, and also offers ongoing asset management services for clients.

Delia is also an instructor at UC Irvine's Department of Continuing Education, where she has taught since 1995.

Compensation

  • Hourly rate
  • Flat fee for financial plan
  • AUM Fee

Background

  • 24 years of financial experience
  • 24 years of financial planning or investment management for individuals
  • Firm has been in business for 24 years

Contact Information

5212 Katella Avenue #205
Los Alamitos, CA 90720
562-594-4454
fernandezfinancialadvisory.com

Qualifications

Certifications

CFP #126307
CRD #112954

Memberships

  • NAPFA
  • FPA

Education

BA in British & American Literature, Scripps College, 1974

MBA, California State University, Long Beach, 1982

ADV

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