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Dave Fernandez, CFA®, CFP®

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

  • Danville, CA
  • Unbroken | Shawshank Redemption
  • Warren Buffett, George Lucas, and Mike Scioscia
  • There’s no crying in baseball.
  • Honesty, compassion, and a sense of humor

Financial Advisors

Dave is a wealth management advisor who works out of the San Ramon, CA office.

Dave serves as a vice president, financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families.

Dave became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. Dave offers expertise in financial matters, objectivity in evaluating investment opportunities, and the time commitment necessary to oversee a complex and quickly changing investment environment. Prior to Watermark as a portfolio manager, Dave worked in the securities lending groups for BlackRock and Wells Fargo. He has been working in the industry since 1993.

When he is not in the office or with a client, Dave enjoys hiking, brewing his own beer, and coaching his kids’ soccer teams.

Education

  • Bachelor of Science in in financial management from Cal Poly, San Luis Obispo

Industry Designations

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNERTM

Memberships

  • Chartered Financial Analyst Institute
  • Chartered Financial Analyst Society of San Francisco

News & Resources

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