About David
David Sandhu, CRPC
Financial Advisor
As a former engineer at Lockheed Martin, SpaceX, Raytheon and other aerospace and defense companies, I understand what individuals with an engineering mindset are looking for when they’re planning for retirement.
As a fiduciary financial planner at Wise Wealth, our mission is to answer all of your financial & retirement questions, even the ones you don’t know to ask.
If you’re like me, you probably:
Like data & transparency (i.e. “where’s my spreadsheet?”).
Are a natural saver.
Care as much about the process as the end product.
Seek out experts to partner with, since you’re an expert in your own craft.
Take time to evaluate future risks.
Examine the full problem and want to see a holistic action plan.
After spending over a decade as a rocket scientist and engineer, the unexpected happened, my father passed away. Being the money nerd of the family, I walked my mom through the same financial planning process I take my clients through today.
I feel called to help others be better with their money.
I am a fiduciary Financial Advisor and Chartered Retirement Planning Counselor™.
As a virtual advisory firm, I have the distinct honor of serving clients here in DFW and across the country.