David Sandhu, CRPC®️

I love helping aerospace employees plan for retirement confidently!

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Wise Wealth David Sandhu, CRPC®️
Fort Worth, Texas

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 Me

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.

My team and I at Wise Wealth are dedicated to providing the highest level of financial planning services and care for every client. The timeless maxim “First Wisdom, Then Wealth” (taken from Proverbs 24:3-4) serves as the Wise Wealth motto and provides the blueprint for successful investing. Wise Wealth is a registered investment advisor firm that serves as a fiduciary for its clients and strives to help them reach their financial goals and gain financial peace.

Professional Designations

  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

Fort Worth, TX, USA

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 | Our Faith Driven Financial Plan. At the moment we are only taking applicants with those who reside in the United States.

Offers Investment Management

Yes

About our Firm

Wise Wealth is an Independent, Full-Service, Faith-based, Financial Planning Firm.

Our firm name and the motto, "First Wisdom, Then Wealth," comes from Proverbs 24:3-4. "Through wisdom a house is built, and by understanding it is established; by knowledge the rooms are filled with all precious and pleasant riches."

Out of these verses also stems our firm's mission, "To guide investors on the path to financial significance - where they are free to give and serve and enjoy life like never before."

Our Principles:

✅ No investment decisions outside the context of the plan

✅ The plan determines the products

✅ Don’t let your portfolio take a HIT (health care, inflation, and taxes)

✅ Protect the income; grow the rest

✅ Financial peace comes from having a plan

Education

University of Washington, Bachelor of Engineering - BE, Electrical and Electronics Engineering

Badges

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Gen X
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.