{"id":2891,"date":"2023-04-26T17:31:19","date_gmt":"2023-04-26T17:31:19","guid":{"rendered":"https:\/\/mycatalystcounselor.mysites.io\/?page_id=2891"},"modified":"2026-05-01T15:59:11","modified_gmt":"2026-05-01T15:59:11","slug":"our-story","status":"publish","type":"page","link":"https:\/\/www.mycatalystcounselor.com\/?page_id=2891","title":{"rendered":"Our Story"},"content":{"rendered":"\t\t
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Our Team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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behind the scenes at Catalyst<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\"When I say, \u2018I\u2019ll take care of it, and I\u2019ll take care of you,\u2019 I mean it. It\u2019s what I do for my family, my friends and my clients. Building relationships and helping people is what\u2019s important to me.\u201d<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\tDavid Ferneding<\/span>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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WHO WE ARE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A Winning Story<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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David Ferneding founded Catalyst Investment Counselors, a financial advisory firm dedicated to protecting clients’ financial safety nests because he understands how hard they have worked to build them. Hard work is in the bones of this financial advisor, who has spent a lifetime educating himself and passing along his knowledge by advising others who have worked as hard as he has.\u00a0David is passionate about his firm’s two goals: Building wealth and fiercely protecting it to provide his clients \u2013 people he considers part of his family \u2013 peace of mind.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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It was a move to Texas with a friend who was pursuing an engineering degree that introduced the young man to an opportunity to quench his thirst for knowledge \u2013 night school at nearby DeVry University. It took David five years to earn his bachelor\u2019s degree in Operations Management because he worked full time, rising at 5 a.m. to work all day before heading to school. He thrived in his accounting classes \u2013 the numbers just clicking for him \u2013 and he transitioned to a hard-earned job at Fidelity, one of the largest financial institutions in the nation.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Fidelity, and my life-changing experience<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It was as a financial consultant at Fidelity that David\u2019s passion for protecting people and their money was born. One day he fielded a call from an older, recently widowed woman who had been with an outside advisor. She was calling to check on her account balance and was devastated to learn that she had next to nothing. She had trusted someone claiming he could earn her money but who had swindled her instead. Even today, remembering that call brings David to tears. He vowed to ensure that didn\u2019t happen to anyone who came across his path, and he took action.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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He passed the GRE and headed back to night school \u2013 this time to the MBA program at Southern Methodist University (SMU) \u2013 to learn anything and everything about the markets. In 10 years at Fidelity, he vied through market roller coasters that taught him how to manage the emotional side of investing, but it was time to get into the nitty-gritty of how markets worked. Three years later, with an MBA and Series 7 general securities license in hand, he took the next step \u2013 becoming a registered representative for Wells Fargo. That was in 2009, and he has never looked back. In 2020, David tackled a new challenge, one that would allow him to help even more people. He founded Catalyst Investment Counselors \u2013 with a mission to provide peace of mind and prosperity by growing and protecting wealth one relationship at a time.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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David has always been a coach. At Fidelity, he not only coached colleagues on the company softball team but tutored co-workers trying to become licensed financial advisors and studying to pass the Series 7. Today, David\u2019s heart is in preventing others from becoming that woman on the phone who lost her life savings many years ago. He coaches his own clients \u2013 sharing his education and experience and providing insight into hidden costs, how investments are structured, tax implications, and the cost of risk \u2013 crafting portfolios that grow and protect wealth. David\u2019s clients are winners because of it.<\/span><\/p>

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\n\t\t\t\t\t\t\"I care so much about my clients, we literally become like family. I\u2019m someone they trust to explain the complexities of investing and coach them along life\u2019s journey \u2013 becoming their family\u2019s CFO along the way.\"\t\t\t\t\t<\/div>\n\t\t\t\t\tDavid Ferneding<\/span><\/cite>\t\t\t\t<\/div>\n\t\t\t\t\t\t
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\n\t\t\t\t\t\tDave Ferneding\t\t\t\t\t<\/h2>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t
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Dave has been a respected financial advisor for more than 30 years. He earned his Bachelor of Science degree in Operations Management from DeVry University and his MBA from Southern Methodist University (SMU.) He began his career at industry giant Fidelity. He has advised clients at some of the largest firms, including Merrill Lynch, Morgan Stanley and Wells Fargo. He was First Vice President of Stifel, Nicolaus & Co., Inc. until 2020, when he launched his own independent financial advisory firm \u2013 Catalyst Investment Counselors.<\/p>

Because he loves teaching and counseling on all things financial, for the last decade Dave taught Financial and Managerial Accounting to students at Tarrant County College.<\/p>

As the founder and financial advisor, as well as a licensed insurance agent for Catalyst Investment Counselors, Dave is backed by the vast resources available within the industry<\/span> and provides clients the solutions that fit their unique needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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WHO WE ARE HERE FOR<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our mission is to provide peace of mind and prosperity<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Catalyst Investment Counselors is a Texas-based financial advisory firm whose mission is to provide peace-of-mind and prosperity by growing and protecting wealth one relationship at a time. For investors who want a lifelong relationship with a trusted financial advisor who understands the hidden costs of risk, Catalyst Investment Counselors is an income-planning specialty firm that crafts plans and portfolios to preserve what\u2019s yours.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Specializing in Coaching
Those Investing in Retirement<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It\u2019s never too early to plan for what\u2019s next, and that\u2019s what Catalyst Investment Counselors does best. Identifying how much income you will need to make your retirement dreams a reality is our specialty. We work one-on-one with clients and their families throughout a lifetime to mitigate risk and grow a nest egg while keeping it safe.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Prioritizing Helping Money
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We recognize that women who have recently lost a spouse or become divorced are in a challenging position. We are proud to have helped many of them. We credit that to referrals from others who recognize our care, compassion and honesty.<\/i><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Generational Wealth Serving
All in the Family<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Part of our planning includes helping our clients consider what\u2019s next. We respect the wealth you have built and are skilled at ensuring it is properly passed along to the next generation \u2013 and those who follow. Whether it\u2019s protecting assets from tax consequences, gifting or the transference of wealth, we\u2019re here for you.This integral part of what we do requires delicate conversations and honest advice, which we handle with expertise and compassion.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Can We Serve You?<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Let's Connect, Today.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our Team behind the scenes at Catalyst “When I say, \u2018I\u2019ll take care of it, and I\u2019ll take care of you,\u2019 I mean it. It\u2019s what I do for my family, my friends and my clients. Building relationships and helping people is what\u2019s important to me.\u201d David Ferneding WHO WE ARE A Winning Story David […]<\/p>\n","protected":false},"author":3,"featured_media":2894,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2891","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages\/2891","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2891"}],"version-history":[{"count":3,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages\/2891\/revisions"}],"predecessor-version":[{"id":3849,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages\/2891\/revisions\/3849"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/media\/2894"}],"wp:attachment":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}