Fernandez Financial Advisory

Dedicated to Guiding You Towards Financial Fulfillment

At Fernandez Financial Advisory, we empower individuals and small business owners in Los Angeles and Orange County to achieve their financial goals and secure their future. Founded by certified financial planner Delia Fernandez, our firm stands out as an independent, fee-only financial planning and registered investment advisory firm committed to transparent and client-centered solutions.

Our Expertise

We offer a comprehensive suite of services designed to address your unique financial needs at every stage of your life. Our expertise includes:

Wealth Management & Planning

• Comprehensive financial plans tailored to your financial goals and risk tolerance
• Retirement planning and optimization
• Investment portfolio management
• Estate planning and wealth preservation strategies
• Business succession planning

Financial Guidance & Consulting

• Debt management and repayment strategies
• Tax optimization strategies
• Insurance review and recommendations
• Financial education and planning workshops

Personalized Attention & Commitment

• We believe in building strong, trusted relationships with our clients.
• We take the time to understand your individual needs, goals, and dreams.
• Our personalized plans are designed to align with your unique financial situation and aspirations.
• We are committed to ongoing communication and collaboration to ensure your plan remains relevant and effective over time.

Our Mission

Our mission is to empower you to make informed financial decisions, navigate complex financial landscapes, and achieve lasting financial security. We are passionate about guiding you towards a future where your financial goals become reality.

Meet Delia Fernandez, CFP

Delia Fernandez is the founder and president of Fernandez Financial Advisory, LLC. With extensive experience and expertise in financial planning, she has helped countless individuals and small business owners achieve their financial aspirations.

Contact Us Today

To explore your financial planning needs and schedule a complimentary consultation, reach out to us today. We look forward to hearing from you and embarking on your journey towards financial success with you.