Since 2012, Fred has been building relationships and advising SchoolsFirst FCU Members. He likes to get a full picture of Members' financial situation and understand all of their questions and concerns so that he can address them one by one.
"I like to review multiple options and present the pros and cons of each," he explains. "Educating Members on their choices is very important to me."
Fred is a fully registered and licensed investment and retirement planning professional and holds a California Life/Health Insurance license. He earned a bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton.
In his spare time, Fred enjoys spending time with his family and mountain biking.
To make an appointment with Fred, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0H0629
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