David Sandhu, CRPC®️
I love helping aerospace employees plan for retirement confidently!
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Serving Clients Nationwide
I love helping aerospace employees plan for retirement confidently!
Areas of Focus
- Biblical Finance
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About David Sandhu, CRPC®️
Hi, I'm David Sandhu. I previously worked at Raytheon, SpaceX and Lockheed Martin as a "skunk".After spending over a decade as a rocket scientist, the unexpected happened, my father passed away. Being the money nerd of the family, I walked my mom through the tough financial conversations. After helping her develop a plan, it sparked a passion in me to help others. I started teaching Financial Peace University in my community while still working full time as an engineer. Through that time, I felt called to help others implement a financial plan, and help families understand how to steward their wealth wisely.
I am a Fiduciary Financial Advisor and Chartered Retirement Planning Counselor™ .
As a virtual advisory firm, I have the distinct honor of serving families local to Dallas-Ft. Worth and across the country.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
Fort Worth, TX, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. Let's talk about your current financial situation, and where you want to be. If you are married, please make sure your spouse/partner) can attend the call as well. You will be much more likely to succeed if you approach finances together. On this call, we'll discuss: Your current financial situation | Where you want to be | What I would do if I were in your shoes | At the moment we are only taking applicants with those who reside in the United States.Offers Investment Management
Yes
About EverSource Wealth Advisors
EverSource advisors help families gain peace of mind through organization, risk mitigation, comprehensive financial planning, and life impact stewardship.By developing a plan that aligns your investment strategy with your unique situation and values, we quantify the assets needed to meet lifestyle goals, to provide margin of error in case something goes wrong, and to contribute generously and make a lasting impact.
We help clients avoid inferior pricing, inadequate planning, and undisciplined investing by providing investment designs that make sense for their needs and are aligned with their values.
EverSource advisors provide:
✔️ A well organized financial house
✔️ Fee-based financial planning aligned with your goals and values
✔️ A fiduciary obligation to act in your best interest
✔️ Transparency about fees & investment performance
EverSource Wealth Advisors help individuals and families achieve peace of mind and align their values with their money.
Education
University of Washington, Bachelor of Engineering - BE, Electrical and Electronics Engineering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Gen X
- Living in Retirement
- Parents
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