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Denise Georgia Delaney

Index Fund Advisors, Inc.

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About Denise Georgia Delaney

Denise Delaney is a financial advisor with Index Fund Advisors, Inc., based in Irvine, California. Denise Delaney has been in the financial services industry since 1988, and holds licenses to provide investment advice in California, Louisiana and Texas. Denise Delaney is also a Certified Financial Planner. Denise Delaney has previously worked at Phoenix Equity Planning Corporation, Pasadena Fund Services, Inc. and The Pasadena Group Distributors, Inc.

Firm Information

Denise Delaney is currently registered with Index Fund Advisors, Inc.. Index Fund Advisors, Inc. is an investment advisory firm based in Irvine, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and other investment advisers. As of 2023, the firm manages approximately $4.95 billion in assets for 7,193 accounts.
Index Fund Advisors, Inc.

19200 VON KARMAN AVE

IRVINE, CA 92612-6566

$4.95B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denise Delaney’s Registration & Firm History

CA

08/07/2007 - Present

Index Fund Advisors, Inc. (IRVINE CA)

CT

10/03/1997 - 12/02/2005

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

07/14/1992 - 10/03/1997

PASADENA FUND SERVICES, INC.

CA

06/26/1991 - 10/20/1992

THE PASADENA GROUP DISTRIBUTORS, INC. (SAN MARINO CA)

MN

02/23/1988 - 05/30/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/16/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise Georgia Delaney.
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